Atria Wealth Solutions’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
21,318
+1,574
| +8% | +$90.9K | 0.03% | 567 |
|
|
2025
Q1 | $1.04M | Sell |
19,744
-17,370
| -47% | -$916K | 0.01% | 863 |
|
|
2024
Q4 | $2.06M | Sell |
37,114
-32,521
| -47% | -$1.8M | 0.02% | 629 |
|
|
2024
Q3 | $3.86M | Buy |
69,635
+152
| +0.2% | +$8.43K | 0.04% | 411 |
|
|
2024
Q2 | $3.59M | Sell |
69,483
-1,423
| -2% | -$73.5K | 0.04% | 425 |
|
|
2024
Q1 | $3.85M | Sell |
70,906
-372
| -0.5% | -$20.2K | 0.04% | 411 |
|
|
2023
Q4 | $3.59M | Sell |
71,278
-13,726
| -16% | -$691K | 0.04% | 403 |
|
|
2023
Q3 | $3.9M | Sell |
85,004
-7,667
| -8% | -$351K | 0.05% | 352 |
|
|
2023
Q2 | $4.27M | Buy |
92,671
+2,812
| +3% | +$130K | 0.06% | 329 |
|
|
2023
Q1 | $3.92M | Buy |
89,859
+844
| +0.9% | +$36.8K | 0.06% | 326 |
|
|
2022
Q4 | $3.92M | Buy |
89,015
+23,340
| +36% | +$1.03M | 0.06% | 305 |
|
|
2022
Q3 | $2.54M | Sell |
65,675
-6,991
| -10% | -$270K | 0.04% | 395 |
|
|
2022
Q2 | $2.86M | Sell |
72,666
-14,442
| -17% | -$568K | 0.05% | 339 |
|
|
2022
Q1 | $4.2M | Buy |
+87,108
| New | +$4.2M | 0.07% | 288 |
|