Atlas Private Wealth Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Atlas Private Wealth Advisors’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 Q1	$423K	Buy	2,919 +215	+8%	+$31.1K	0.1%	90
2025 Q4	$374K	Buy	2,704 +421	+18%	+$57.6K	0.09%	98
2025 Q3	$309K	Sell	2,283 -679	-23%	-$89.4K	0.08%	111
2025 Q2	$381K	Buy	2,962 +538	+22%	+$64.3K	0.05%	137
2025 Q1	$276K	Buy	+2,424	New	+$299K	0.04%	151
2023 Q3	–	Sell	-5,333	Closed	-$424K	–	197
2023 Q2	$424K	Buy	5,333 +2,425	+83%	+$183K	0.09%	119
2023 Q1	$220K	Sell	2,908 -1,659	-36%	-$127K	0.1%	118
2022 Q4	$344K	Sell	4,567 -1,530	-25%	-$118K	0.18%	96
2022 Q3	$425K	Sell	6,097 -824	-12%	-$63.1K	0.26%	83
2022 Q2	$492K	Sell	6,921 -103,169	-94%	-$8.24M	0.3%	82
2022 Q1	$9.5M	Buy	110,090 +60,285	+121%	+$5.14M	4.22%	5
2021 Q4	$4.53M	Buy	49,805 +39,044	+363%	+$3.54M	2.09%	13
2021 Q3	$905K	Buy	10,761 +10,451	+3,371%	+$895K	0.47%	47
2021 Q2	$27K	Hold	310	–	–	0.01%	309
2021 Q1	$26K	Hold	310	–	–	0.01%	325
2020 Q4	$24K	Hold	310	–	–	0.02%	309
2020 Q3	$21K	Hold	310	–	–	0.02%	305
2020 Q2	$18K	Buy	+310	New	+$17.3K	0.02%	335

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlas Private Wealth Advisors's XMMO Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 8% in Q1 2026, buying an estimated $31.1K and bringing the position to 2,919 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #90.

Atlas Private Wealth Advisors first reported a position in XMMO in Q2 2020 and has held it in 18 quarters since. The position peaked at $9.5M in Q1 2022. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Atlas Private Wealth Advisors held 2,919 shares of Invesco S&P MidCap Momentum ETF worth $423K as of Q1 2026.
Atlas Private Wealth Advisors bought 215 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $31.1K.
Invesco S&P MidCap Momentum ETF made up 0.1% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #90 holding.
Atlas Private Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2020 and has held it in 18 quarters since.
Atlas Private Wealth Advisors's Invesco S&P MidCap Momentum ETF position peaked at $9.5M in Q1 2022.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.