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

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