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

Atlas Private Wealth Advisors’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
2024 Q1	–	Sell	-6,386	Closed	-$321K	–	169
2023 Q4	$321K	Sell	6,386 -4,788	-43%	-$221K	0.06%	115
2023 Q3	$512K	Sell	11,174 -3,404	-23%	-$160K	0.1%	105
2023 Q2	$672K	Buy	14,578 +4,015	+38%	+$173K	0.14%	95
2023 Q1	$461K	Sell	10,563 -4,355	-29%	-$200K	0.21%	80
2022 Q4	$657K	Sell	14,918 -230	-2%	-$10.1K	0.35%	63
2022 Q3	$585K	Sell	15,148 -68	-0.4%	-$2.86K	0.35%	69
2022 Q2	$598K	Sell	15,216 -266	-2%	-$11.7K	0.36%	72
2022 Q1	$746K	Buy	15,482 +4,182	+37%	+$201K	0.33%	67
2021 Q4	$552K	Buy	11,300 +6,545	+138%	+$312K	0.26%	90
2021 Q3	$212K	Buy	4,755 +2,833	+147%	+$129K	0.11%	125
2021 Q2	$87K	Buy	1,922 +1,611	+518%	+$74.9K	0.05%	177
2021 Q1	$14K	Buy	+311	New	+$12.8K	0.01%	451

Other funds holding XMVM

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

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

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

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Atlas Private Wealth Advisors's XMVM Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2024, closing a stake of 6,386 shares — an estimated $321K sold.

Atlas Private Wealth Advisors first reported a position in XMVM in Q1 2021 and held it in 12 quarters. The position peaked at $746K in Q1 2022. 59 funds tracked by Wall St. Rank hold XMVM as of Q1 2024.

Atlas Private Wealth Advisors reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 6,386 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2024, an estimated $321K.
Atlas Private Wealth Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2021 and held it in 12 quarters.
Atlas Private Wealth Advisors's Invesco S&P MidCap Value with Momentum ETF position peaked at $746K in Q1 2022.
59 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.