Harbor Asset Planning’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67.8K	Buy	973 +4	+0.4%	+$264	0.05%	191
2026 Q1	$58.4K	Buy	969 +4	+0.4%	+$243	0.05%	197
2025 Q4	$55.1K	Buy	965 +4	+0.4%	+$225	0.05%	184
2025 Q3	$54.2K	Buy	961 +7	+0.7%	+$386	0.05%	179
2025 Q2	$49.6K	Buy	+954	New	+$47K	0.05%	180

Other funds holding XSVM

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

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

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

Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Harbor Asset Planning increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 0.41% in Q2 2026, buying an estimated $264 and bringing the position to 973 shares worth $67.8K. The position accounts for 0.05% of the portfolio, ranked #191.

Harbor Asset Planning first reported a position in XSVM in Q2 2025 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Harbor Asset Planning held 973 shares of Invesco S&P SmallCap Value with Momentum ETF worth $67.8K as of Q2 2026.
Harbor Asset Planning bought 4 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $264.
Invesco S&P SmallCap Value with Momentum ETF made up 0.05% of Harbor Asset Planning's portfolio in Q2 2026, its #191 holding.
Harbor Asset Planning first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2025 and has held it in 5 quarters since.
130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

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