HI
XSVM icon

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
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 $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return