Harbor Asset Planning’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Harbor Asset Planning’s Portfolio XSMO Stock Details XSMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$66.5K	Buy	711 +118	+20%	+$10.2K	0.05%	192
2026 Q1	$45.1K	Buy	593 +1	+0.2%	+$77	0.04%	214
2025 Q4	$42.6K	Buy	592 +1	+0.2%	+$73	0.04%	206
2025 Q3	$43.5K	Buy	591 +1	+0.2%	+$71	0.04%	198
2025 Q2	$40.2K	Buy	+590	New	+$37.6K	0.04%	198

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Harbor Asset Planning's XSMO Position: Q2 2026 in Review

Harbor Asset Planning increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 20% in Q2 2026, buying an estimated $10.2K and bringing the position to 711 shares worth $66.5K. The position accounts for 0.05% of the portfolio, ranked #192.

Harbor Asset Planning first reported a position in XSMO in Q2 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Harbor Asset Planning held 711 shares of Invesco S&P SmallCap Momentum ETF worth $66.5K as of Q2 2026.
Harbor Asset Planning bought 118 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $10.2K.
Invesco S&P SmallCap Momentum ETF made up 0.05% of Harbor Asset Planning's portfolio in Q2 2026, its #192 holding.
Harbor Asset Planning first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.