Harbor Investment Advisory’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Harbor Investment Advisory’s Portfolio XMMO Stock Details XMMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$79.1K	Hold	465	–	–	0.01%	628
2026 Q1	$67.4K	Hold	465	–	–	0.01%	572
2025 Q4	$64.4K	Hold	465	–	–	﹤0.01%	602
2025 Q3	$62.9K	Sell	465 -110	-19%	-$14.5K	0.01%	595
2025 Q2	$74K	Hold	575	–	–	0.01%	556
2025 Q1	$65.4K	Hold	575	–	–	0.01%	550
2024 Q4	$71K	Hold	575	–	–	0.01%	527
2024 Q3	$69.2K	Hold	575	–	–	0.01%	535
2024 Q2	$65.5K	Hold	575	–	–	0.01%	531
2024 Q1	$66K	Hold	575	–	–	0.01%	527
2023 Q4	$51.6K	Hold	575	–	–	0.01%	560
2023 Q3	$46.3K	Hold	575	–	–	0.01%	560
2023 Q2	$45.7K	Hold	575	–	–	0.01%	732
2023 Q1	$43.4K	Hold	575	–	–	0.01%	746
2022 Q4	$43.3K	Hold	575	–	–	0.01%	721
2022 Q3	$40K	Hold	575	–	–	0.01%	751
2022 Q2	$41K	Hold	575	–	–	0.01%	756
2022 Q1	$50K	Hold	575	–	–	0.01%	752
2021 Q4	$52K	Hold	575	–	–	0.01%	737
2021 Q3	$48K	Hold	575	–	–	0.01%	753
2021 Q2	$49K	Sell	575 -175	-23%	-$14.7K	0.01%	711
2021 Q1	$63K	Hold	750	–	–	0.01%	616
2020 Q4	$59K	Hold	750	–	–	0.01%	590
2020 Q3	$50K	Hold	750	–	–	0.01%	501
2020 Q2	$44K	Hold	750	–	–	0.01%	468
2020 Q1	$37K	Sell	750 -350	-32%	-$20.4K	0.01%	461
2019 Q4	$67K	Buy	+1,100	New	+$65.3K	0.02%	376

Other funds holding XMMO

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Harbor Investment Advisory's XMMO Position: Q2 2026 in Review

Harbor Investment Advisory held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 465 shares worth $79.1K. The position accounts for 0.01% of the portfolio, ranked #628.

Harbor Investment Advisory first reported a position in XMMO in Q4 2019 and has held it in 27 quarters since. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Harbor Investment Advisory held 465 shares of Invesco S&P MidCap Momentum ETF worth $79.1K as of Q2 2026.
Harbor Investment Advisory left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #628 holding.
Harbor Investment Advisory first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and has held it in 27 quarters since.
484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.