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Harbour Investments’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Harbour Investments’s Portfolio XSVM Stock Details XSVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.26K Hold
90
– – ﹤0.01% 3592
2026
Q1 		$5.42K Hold
90
– – ﹤0.01% 3565
2025
Q4 		$5.14K Hold
90
– – ﹤0.01% 3003
2025
Q3 		$5.08K Hold
90
– – ﹤0.01% 2979
2025
Q2 		$4.68K Sell
90
-180
-67% -$8.87K ﹤0.01% 2901
2025
Q1 		$13.6K Sell
270
-496
-65% -$26.4K ﹤0.01% 2369
2024
Q4 		$41.7K Sell
766
-59
-7% -$3.33K ﹤0.01% 1797
2024
Q3 		$45.4K Sell
825
-176
-18% -$9.62K ﹤0.01% 1713
2024
Q2 		$52.4K Buy
1,001
+76
+8% +$4.12K ﹤0.01% 1531
2024
Q1 		$52.7K Sell
925
-155
-14% -$8.3K ﹤0.01% 1500
2023
Q4 		$58.5K Buy
1,080
+2
+0.2% +$98 ﹤0.01% 1394
2023
Q3 		$51.9K Buy
1,078
+3
+0.3% +$146 ﹤0.01% 1334
2023
Q2 		$49.9K Sell
1,075
-21,203
-95% -$947K ﹤0.01% 1365
2023
Q1 		$1.01M Buy
22,278
+252
+1% +$12.1K 0.06% 321
2022
Q4 		$1.01M Buy
22,026
+21,838
+11,616% +$1.02M 0.06% 300
2022
Q3 		$8K Hold
188
– – ﹤0.01% 2041
2022
Q2 		$8K Buy
+188
New +$9.37K ﹤0.01% 2041
2021
Q4 		$8K Sell
151
-331
-69% -$17.7K ﹤0.01% 2035
2021
Q3 		$24K Hold
482
– – ﹤0.01% 2207
2021
Q2 		$24K Buy
+482
New +$24.3K ﹤0.01% 2255

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Harbour Investments's XSVM Position: Q2 2026 in Review

Harbour Investments held its Invesco S&P SmallCap Value with Momentum ETF (XSVM) position steady in Q2 2026 at 90 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

Harbour Investments first reported a position in XSVM in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.01M in Q1 2023. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Harbour Investments held 90 shares of Invesco S&P SmallCap Value with Momentum ETF worth $6.26K as of Q2 2026.
  • Harbour Investments left its Invesco S&P SmallCap Value with Momentum ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3592 holding.
  • Harbour Investments first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2021 and has held it in 20 quarters since.
  • Harbour Investments's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.01M in Q1 2023.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

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