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

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Atria Wealth Solutions's SPMO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 17% in Q2 2025, selling an estimated $1.68M and leaving 79,320 shares worth $8.92M. The position accounts for 0.2% of the portfolio, ranked #113.

Atria Wealth Solutions first reported a position in SPMO in Q1 2024 and has held it in 6 quarters since. 474 funds tracked by Wall St. Rank hold SPMO as of Q2 2025.

Atria Wealth Solutions held 79,320 shares of Invesco S&P 500 Momentum ETF worth $8.92M as of Q2 2025.
Atria Wealth Solutions sold 16,787 Invesco S&P 500 Momentum ETF shares in Q2 2025, an estimated $1.68M.
Invesco S&P 500 Momentum ETF made up 0.2% of Atria Wealth Solutions's portfolio in Q2 2025, its #113 holding.
Atria Wealth Solutions first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 6 quarters since.
474 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.