AWS
XMMO icon

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

Atria Wealth Solutions’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
2025
Q2 		$6.65M Sell
51,555
-8,421
-14% -$1.01M 0.15% 153
2025
Q1 		$6.82M Sell
59,976
-32,811
-35% -$4.04M 0.08% 256
2024
Q4 		$11.5M Buy
92,787
+74,010
+394% +$9.39M 0.13% 169
2024
Q3 		$2.26M Buy
18,777
+3,679
+24% +$427K 0.02% 590
2024
Q2 		$1.72M Sell
15,098
-15,130
-50% -$1.71M 0.02% 682
2024
Q1 		$3.47M Buy
30,228
+17,178
+132% +$1.74M 0.04% 451
2023
Q4 		$1.17M Buy
13,050
+1,489
+13% +$122K 0.01% 802
2023
Q3 		$931K Sell
11,561
-584
-5% -$47.5K 0.01% 848
2023
Q2 		$966K Buy
12,145
+2,465
+25% +$186K 0.01% 846
2023
Q1 		$731K Sell
9,680
-1,603
-14% -$123K 0.01% 948
2022
Q4 		$850K Buy
11,283
+2,255
+25% +$173K 0.01% 829
2022
Q3 		$630K Buy
9,028
+748
+9% +$57.2K 0.01% 907
2022
Q2 		$589K Sell
8,280
-166
-2% -$13.3K 0.01% 899
2022
Q1 		$729K Buy
+8,446
New +$720K 0.01% 871

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 14% in Q2 2025, selling an estimated $1.01M and leaving 51,555 shares worth $6.65M. The position accounts for 0.15% of the portfolio, ranked #153.

Atria Wealth Solutions first reported a position in XMMO in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.5M in Q4 2024. 352 funds tracked by Wall St. Rank hold XMMO as of Q2 2025.

  • Atria Wealth Solutions held 51,555 shares of Invesco S&P MidCap Momentum ETF worth $6.65M as of Q2 2025.
  • Atria Wealth Solutions sold 8,421 Invesco S&P MidCap Momentum ETF shares in Q2 2025, an estimated $1.01M.
  • Invesco S&P MidCap Momentum ETF made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #153 holding.
  • Atria Wealth Solutions first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Invesco S&P MidCap Momentum ETF position peaked at $11.5M in Q4 2024.
  • 352 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2025.

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