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Harbour Investments’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Harbour Investments’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
Q2 		$27.5K Sell
388
-140
-27% -$9.65K ﹤0.01% 2756
2026
Q1 		$34.4K Buy
528
+95
+22% +$6.32K ﹤0.01% 2552
2025
Q4 		$27.8K Hold
433
– – ﹤0.01% 2265
2025
Q3 		$26.7K Hold
433
– – ﹤0.01% 2199
2025
Q2 		$24.1K Sell
433
-344
-44% -$18.2K ﹤0.01% 2152
2025
Q1 		$41K Sell
777
-75
-9% -$4.16K ﹤0.01% 1857
2024
Q4 		$47.2K Hold
852
– – ﹤0.01% 1741
2024
Q3 		$47.2K Hold
852
– – ﹤0.01% 1686
2024
Q2 		$44K Hold
852
– – ﹤0.01% 1621
2024
Q1 		$46.3K Hold
852
– – ﹤0.01% 1564
2023
Q4 		$42.9K Hold
852
– – ﹤0.01% 1524
2023
Q3 		$39.1K Hold
852
– – ﹤0.01% 1459
2023
Q2 		$39.3K Sell
852
-100
-11% -$4.31K ﹤0.01% 1468
2023
Q1 		$41.5K Buy
952
+50
+6% +$2.3K ﹤0.01% 1429
2022
Q4 		$39.7K Sell
902
-150
-14% -$6.59K ﹤0.01% 1393
2022
Q3 		$41K Hold
1,052
– – ﹤0.01% 1348
2022
Q2 		$41K Buy
+1,052
New +$46.4K ﹤0.01% 1348
2021
Q4 		$40K Hold
827
– – ﹤0.01% 1368
2021
Q3 		$37K Hold
827
– – ﹤0.01% 1959
2021
Q2 		$37K Sell
827
-100
-11% -$4.65K ﹤0.01% 1983
2021
Q1 		$41K Buy
+927
New +$38K ﹤0.01% 1812

Other funds holding XMVM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Investments's XMVM Position: Q2 2026 in Review

Harbour Investments reduced its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 27% in Q2 2026, selling an estimated $9.65K and leaving 388 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

Harbour Investments first reported a position in XMVM in Q1 2021 and has held it in 21 quarters since. The position peaked at $47.2K in Q3 2024. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • Harbour Investments held 388 shares of Invesco S&P MidCap Value with Momentum ETF worth $27.5K as of Q2 2026.
  • Harbour Investments sold 140 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $9.65K.
  • Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2756 holding.
  • Harbour Investments first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Invesco S&P MidCap Value with Momentum ETF position peaked at $47.2K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

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