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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Harbor Asset Planning's XSVM Position: Q1 2026 in Review

Harbor Asset Planning increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 0.41% in Q1 2026, buying an estimated $243 and bringing the position to 969 shares worth $58.4K. The position accounts for 0.05% of the portfolio, ranked #197.

Harbor Asset Planning first reported a position in XSVM in Q2 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold XSVM as of Q1 2026.

  • Harbor Asset Planning held 969 shares of Invesco S&P SmallCap Value with Momentum ETF worth $58.4K as of Q1 2026.
  • Harbor Asset Planning bought 4 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2026, an estimated $243.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.05% of Harbor Asset Planning's portfolio in Q1 2026, its #197 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 4 quarters since.
  • 127 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.