Harbor Investment Advisory’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$97K	Buy	1,390 +565	+68%	+$41.6K	0.01%	566
2026 Q2	$58.5K	Hold	825	–	–	﹤0.01%	717
2026 Q1	$53.7K	Hold	825	–	–	﹤0.01%	611
2025 Q4	$52.9K	Hold	825	–	–	﹤0.01%	647
2025 Q3	$50.8K	Hold	825	–	–	﹤0.01%	639
2025 Q2	$45.9K	Hold	825	–	–	﹤0.01%	648
2025 Q1	$43.5K	Hold	825	–	–	﹤0.01%	642
2024 Q4	$45.7K	Hold	825	–	–	﹤0.01%	620
2024 Q3	$45.7K	Hold	825	–	–	﹤0.01%	608
2024 Q2	$42.6K	Hold	825	–	–	﹤0.01%	610
2024 Q1	$44.8K	Hold	825	–	–	﹤0.01%	606
2023 Q4	$41.5K	Hold	825	–	–	﹤0.01%	596
2023 Q3	$37.8K	Hold	825	–	–	﹤0.01%	587
2023 Q2	$38K	Hold	825	–	–	0.01%	779
2023 Q1	$36K	Hold	825	–	–	0.01%	786
2022 Q4	$36.3K	Hold	825	–	–	0.01%	769
2022 Q3	$32K	Hold	825	–	–	0.01%	803
2022 Q2	$32K	Hold	825	–	–	0.01%	808
2022 Q1	$40K	Hold	825	–	–	0.01%	805
2021 Q4	$40K	Hold	825	–	–	0.01%	802
2021 Q3	$37K	Hold	825	–	–	0.01%	820
2021 Q2	$37K	Hold	825	–	–	0.01%	785
2021 Q1	$37K	Hold	825	–	–	0.01%	755
2020 Q4	$30K	Hold	825	–	–	﹤0.01%	749
2020 Q3	$23K	Hold	825	–	–	﹤0.01%	706
2020 Q2	$22K	Hold	825	–	–	﹤0.01%	612
2020 Q1	$19K	Hold	825	–	–	0.01%	593
2019 Q4	$29K	Buy	+825	New	+$27.9K	0.01%	496

Other funds holding XMVM

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

CAIM

Catherine Avery Investment Management Longboat Key, Florida $116M AUM 31.75% 1-Year Est. Return

Harbor Investment Advisory's XMVM Position: Q3 2026 in Review

Harbor Investment Advisory increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 68% in Q3 2026, buying an estimated $41.6K and bringing the position to 1,390 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #566.

Harbor Investment Advisory first reported a position in XMVM in Q4 2019 and has held it in 28 quarters since. 12 funds tracked by Wall St. Rank hold XMVM as of Q3 2026.

Harbor Investment Advisory held 1,390 shares of Invesco S&P MidCap Value with Momentum ETF worth $97K as of Q3 2026.
Harbor Investment Advisory bought 565 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2026, an estimated $41.6K.
Invesco S&P MidCap Value with Momentum ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #566 holding.
Harbor Investment Advisory first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2019 and has held it in 28 quarters since.
12 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.