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Atria Wealth Solutions’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Atria Wealth Solutions’s Portfolio SPMO Stock Details SPMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.92M Sell
79,320
-16,787
-17% -$1.68M 0.2% 113
2025
Q1 		$8.89M Buy
96,107
+27,306
+40% +$2.67M 0.11% 206
2024
Q4 		$6.54M Sell
68,801
-12,099
-15% -$1.15M 0.07% 284
2024
Q3 		$7.33M Buy
80,900
+2,828
+4% +$247K 0.08% 264
2024
Q2 		$6.83M Buy
78,072
+23,655
+43% +$1.92M 0.08% 263
2024
Q1 		$4.37M Buy
+54,417
New +$4.01M 0.05% 377

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return