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Harbour Investments’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Harbour Investments’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 		$2.11M Buy
12,395
+1,908
+18% +$311K 0.03% 523
2026
Q1 		$1.52M Sell
10,487
-7,671
-42% -$1.11M 0.02% 600
2025
Q4 		$2.51M Sell
18,158
-387
-2% -$52.9K 0.05% 328
2025
Q3 		$2.51M Buy
18,545
+792
+4% +$104K 0.06% 289
2025
Q2 		$2.28M Sell
17,753
-25,964
-59% -$3.1M 0.06% 296
2025
Q1 		$4.97M Sell
43,717
-580
-1% -$71.5K 0.14% 126
2024
Q4 		$5.47M Buy
44,297
+42,267
+2,082% +$5.36M 0.16% 112
2024
Q3 		$244K Buy
2,030
+1,218
+150% +$141K 0.01% 929
2024
Q2 		$92.5K Sell
812
-61
-7% -$6.89K ﹤0.01% 1279
2024
Q1 		$100K Buy
873
+61
+8% +$6.18K ﹤0.01% 1215
2023
Q4 		$72.9K Hold
812
– – ﹤0.01% 1277
2023
Q3 		$65.4K Buy
812
+1
+0.1% +$81 ﹤0.01% 1228
2023
Q2 		$64.5K Sell
811
-521
-39% -$39.3K ﹤0.01% 1246
2023
Q1 		$101K Sell
1,332
-7,764
-85% -$595K 0.01% 1041
2022
Q4 		$685K Buy
9,096
+8,293
+1,033% +$637K 0.04% 384
2022
Q3 		$57K Hold
803
– – ﹤0.01% 1217
2022
Q2 		$57K Buy
+803
New +$64.1K ﹤0.01% 1217
2021
Q4 		$115K Sell
1,267
-193
-13% -$17.5K 0.01% 918
2021
Q3 		$123K Buy
1,460
+57
+4% +$4.88K ﹤0.01% 1263
2021
Q2 		$120K Buy
1,403
+539
+62% +$45.3K ﹤0.01% 1312
2021
Q1 		$72K Buy
+864
New +$71.8K ﹤0.01% 1475

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harbour Investments's XMMO Position: Q2 2026 in Review

Harbour Investments increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 18% in Q2 2026, buying an estimated $311K and bringing the position to 12,395 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #523.

Harbour Investments first reported a position in XMMO in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.47M in Q4 2024. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Harbour Investments held 12,395 shares of Invesco S&P MidCap Momentum ETF worth $2.11M as of Q2 2026.
  • Harbour Investments bought 1,908 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $311K.
  • Invesco S&P MidCap Momentum ETF made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #523 holding.
  • Harbour Investments first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Invesco S&P MidCap Momentum ETF position peaked at $5.47M in Q4 2024.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.