Harbor Investment Advisory’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56.2K	Hold	600	–	–	﹤0.01%	726
2026 Q1	$45.6K	Hold	600	–	–	﹤0.01%	638
2025 Q4	$43.2K	Hold	600	–	–	﹤0.01%	685
2025 Q3	$44.1K	Hold	600	–	–	﹤0.01%	662
2025 Q2	$40.8K	Hold	600	–	–	﹤0.01%	669
2025 Q1	$37.6K	Hold	600	–	–	﹤0.01%	667
2024 Q4	$39.7K	Hold	600	–	–	﹤0.01%	643
2024 Q3	$39.7K	Hold	600	–	–	﹤0.01%	637
2024 Q2	$36K	Hold	600	–	–	﹤0.01%	643
2024 Q1	$36.2K	Hold	600	–	–	﹤0.01%	644
2023 Q4	$34K	Hold	600	–	–	﹤0.01%	634
2023 Q3	$29.1K	Hold	600	–	–	﹤0.01%	629
2023 Q2	$29.1K	Hold	600	–	–	﹤0.01%	830
2023 Q1	$27.8K	Hold	600	–	–	﹤0.01%	844
2022 Q4	$28.3K	Hold	600	–	–	﹤0.01%	830
2022 Q3	$26K	Hold	600	–	–	﹤0.01%	850
2022 Q2	$26K	Hold	600	–	–	﹤0.01%	857
2022 Q1	$31K	Hold	600	–	–	﹤0.01%	856
2021 Q4	$34K	Hold	600	–	–	﹤0.01%	840
2021 Q3	$32K	Hold	600	–	–	﹤0.01%	855
2021 Q2	$33K	Sell	600 -200	-25%	-$10.4K	﹤0.01%	816
2021 Q1	$42K	Hold	800	–	–	0.01%	721
2020 Q4	$38K	Hold	800	–	–	0.01%	701
2020 Q3	$32K	Hold	800	–	–	0.01%	625
2020 Q2	$29K	Hold	800	–	–	0.01%	552
2020 Q1	$23K	Hold	800	–	–	0.01%	555
2019 Q4	$32K	Buy	+800	New	+$30.6K	0.01%	479

Other funds holding XSMO

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

CWP

Clark Wealth Partners O'fallon, Illinois $177M AUM 22.36% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

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

Harbor Investment Advisory held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q2 2026 at 600 shares worth $56.2K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Harbor Investment Advisory first reported a position in XSMO in Q4 2019 and has held it in 27 quarters since. 145 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Harbor Investment Advisory held 600 shares of Invesco S&P SmallCap Momentum ETF worth $56.2K as of Q2 2026.
Harbor Investment Advisory left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #726 holding.
Harbor Investment Advisory first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2019 and has held it in 27 quarters since.
145 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

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