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 Q3	$63.8K	Buy	980 +7	+0.7%	+$488	0.05%	195
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 $468B AUM 17.69% 1-Year Est. Return

Altman Advisors Chicago, Illinois $284M AUM 33.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Harbor Asset Planning's XSVM Position: Q3 2026 in Review

Harbor Asset Planning increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 0.72% in Q3 2026, buying an estimated $488 and bringing the position to 980 shares worth $63.8K. The position accounts for 0.05% of the portfolio, ranked #195.

Harbor Asset Planning first reported a position in XSVM in Q2 2025 and has held it in 6 quarters since. The position peaked at $67.8K in Q2 2026. 57 funds tracked by Wall St. Rank hold XSVM as of Q3 2026.

Harbor Asset Planning held 980 shares of Invesco S&P SmallCap Value with Momentum ETF worth $63.8K as of Q3 2026.
Harbor Asset Planning bought 7 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2026, an estimated $488.
Invesco S&P SmallCap Value with Momentum ETF made up 0.05% of Harbor Asset Planning's portfolio in Q3 2026, its #195 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 6 quarters since.
Harbor Asset Planning's Invesco S&P SmallCap Value with Momentum ETF position peaked at $67.8K in Q2 2026.
57 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.