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 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 $377B AUM 19.32% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

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

Atria Investments's XSMO Position: Q1 2026 in Review

Atria Investments reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 17% in Q1 2026, selling an estimated $971K and leaving 62,818 shares worth $4.78M. The position accounts for 0.05% of the portfolio, ranked #388.

Atria Investments first reported a position in XSMO in Q1 2023 and has held it in 10 quarters since. The position peaked at $5.43M in Q4 2025. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Atria Investments held 62,818 shares of Invesco S&P SmallCap Momentum ETF worth $4.78M as of Q1 2026.
Atria Investments sold 12,591 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $971K.
Invesco S&P SmallCap Momentum ETF made up 0.05% of Atria Investments's portfolio in Q1 2026, its #388 holding.
Atria Investments first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2023 and has held it in 10 quarters since.
Atria Investments's Invesco S&P SmallCap Momentum ETF position peaked at $5.43M in Q4 2025.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.