Atria Investments’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Atria Investments’s Portfolio XSMO Stock Details XSMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.56M	Sell	59,425 -3,393	-5%	-$292K	0.06%	362
2026 Q1	$4.78M	Sell	62,818 -12,591	-17%	-$971K	0.05%	388
2025 Q4	$5.43M	Buy	75,409 +2,413	+3%	+$176K	0.06%	355
2025 Q3	$5.37M	Buy	72,996 +21,345	+41%	+$1.51M	0.06%	372
2025 Q2	$3.51M	Buy	51,651 +8,927	+21%	+$569K	0.04%	513
2025 Q1	$2.68M	Buy	42,724 +24,874	+139%	+$1.64M	0.03%	587
2024 Q4	$1.18M	Buy	17,850 +1,404	+9%	+$96.5K	0.01%	897
2024 Q3	$1.09M	Buy	16,446 +33	+0.2%	+$2.1K	0.01%	927
2024 Q2	$986K	Buy	+16,413	New	+$978K	0.01%	934
2024 Q1	–	Sell	-18,237	Closed	-$1.03M	–	1011
2023 Q4	$1.03M	Buy	+18,237	New	+$915K	0.02%	882
2023 Q2	–	Sell	-40,785	Closed	-$1.89M	–	898
2023 Q1	$1.89M	Buy	+40,785	New	+$1.95M	0.04%	556

Other funds holding XSMO

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Atria Investments's XSMO Position: Q2 2026 in Review

Atria Investments reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 5.4% in Q2 2026, selling an estimated $292K and leaving 59,425 shares worth $5.56M. The position accounts for 0.06% of the portfolio, ranked #362.

Atria Investments first reported a position in XSMO in Q1 2023 and has held it in 11 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Atria Investments held 59,425 shares of Invesco S&P SmallCap Momentum ETF worth $5.56M as of Q2 2026.
Atria Investments sold 3,393 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $292K.
Invesco S&P SmallCap Momentum ETF made up 0.06% of Atria Investments's portfolio in Q2 2026, its #362 holding.
Atria Investments first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2023 and has held it in 11 quarters since.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

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