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Harbour Investments’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Harbour Investments’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 		$978K Buy
10,442
+1,123
+12% +$96.8K 0.01% 826
2026
Q1 		$709K Buy
9,319
+907
+11% +$70K 0.01% 896
2025
Q4 		$606K Buy
8,412
+1,962
+30% +$143K 0.01% 778
2025
Q3 		$475K Sell
6,450
-834
-11% -$58.9K 0.01% 849
2025
Q2 		$495K Sell
7,284
-64,660
-90% -$4.12M 0.01% 777
2025
Q1 		$4.51M Sell
71,944
-36,177
-33% -$2.38M 0.13% 146
2024
Q4 		$7.15M Buy
108,121
+93,276
+628% +$6.41M 0.21% 85
2024
Q3 		$983K Buy
14,845
+14,839
+247,317% +$945K 0.03% 456
2024
Q2 		$360 Hold
6
– – ﹤0.01% 3121
2024
Q1 		$362 Buy
+6
New +$343 ﹤0.01% 3063

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Harbour Investments's XSMO Position: Q2 2026 in Review

Harbour Investments increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 12% in Q2 2026, buying an estimated $96.8K and bringing the position to 10,442 shares worth $978K. The position accounts for 0.01% of the portfolio, ranked #826.

Harbour Investments first reported a position in XSMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.15M in Q4 2024. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Harbour Investments held 10,442 shares of Invesco S&P SmallCap Momentum ETF worth $978K as of Q2 2026.
  • Harbour Investments bought 1,123 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $96.8K.
  • Invesco S&P SmallCap Momentum ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #826 holding.
  • Harbour Investments first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2024 and has held it in 10 quarters since.
  • Harbour Investments's Invesco S&P SmallCap Momentum ETF position peaked at $7.15M in Q4 2024.
  • 324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

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