Atria Investments’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Atria Investments’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 Q2	$2.94M	Buy	17,268 +986	+6%	+$161K	0.03%	581
2026 Q1	$2.36M	Buy	16,282 +7,477	+85%	+$1.08M	0.03%	646
2025 Q4	$1.22M	Buy	8,805 +125	+1%	+$17.1K	0.01%	964
2025 Q3	$1.17M	Sell	8,680 -18,894	-69%	-$2.49M	0.01%	968
2025 Q2	$3.55M	Buy	27,574 +11,495	+71%	+$1.37M	0.04%	508
2025 Q1	$1.83M	Buy	16,079 +205	+1%	+$25.3K	0.02%	740
2024 Q4	$1.96M	Buy	15,874 +2,759	+21%	+$350K	0.02%	687
2024 Q3	$1.58M	Buy	13,115 +122	+0.9%	+$14.1K	0.02%	755
2024 Q2	$1.48M	Sell	12,993 -3,793	-23%	-$428K	0.02%	758
2024 Q1	$1.93M	Buy	+16,786	New	+$1.7M	0.03%	670
2019 Q2	–	Sell	-124,619	Closed	-$7.05M	–	1094
2019 Q1	$7.05M	Buy	+124,619	New	+$6.55M	0.3%	72

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Investments's XMMO Position: Q2 2026 in Review

Atria Investments increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 6.1% in Q2 2026, buying an estimated $161K and bringing the position to 17,268 shares worth $2.94M. The position accounts for 0.03% of the portfolio, ranked #581.

Atria Investments first reported a position in XMMO in Q1 2019 and has held it in 11 quarters since. The position peaked at $7.05M in Q1 2019. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Atria Investments held 17,268 shares of Invesco S&P MidCap Momentum ETF worth $2.94M as of Q2 2026.
Atria Investments bought 986 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $161K.
Invesco S&P MidCap Momentum ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #581 holding.
Atria Investments first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2019 and has held it in 11 quarters since.
Atria Investments's Invesco S&P MidCap Momentum ETF position peaked at $7.05M in Q1 2019.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.