Atria Wealth Solutions’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Atria Wealth Solutions’s Portfolio XMVM Stock Details XMVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.23M	Buy	21,318 +1,574	+8%	+$83.2K	0.03%	568
2025 Q1	$1.04M	Sell	19,744 -17,370	-47%	-$962K	0.01%	869
2024 Q4	$2.06M	Sell	37,114 -32,521	-47%	-$1.87M	0.02%	632
2024 Q3	$3.86M	Buy	69,635 +152	+0.2%	+$8.2K	0.04%	413
2024 Q2	$3.59M	Sell	69,483 -1,423	-2%	-$74.3K	0.04%	427
2024 Q1	$3.85M	Sell	70,906 -372	-0.5%	-$18.7K	0.04%	413
2023 Q4	$3.59M	Sell	71,278 -13,726	-16%	-$633K	0.04%	405
2023 Q3	$3.9M	Sell	85,004 -7,667	-8%	-$361K	0.05%	352
2023 Q2	$4.27M	Buy	92,671 +2,812	+3%	+$121K	0.06%	329
2023 Q1	$3.92M	Buy	89,859 +844	+0.9%	+$38.8K	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%	-$294K	0.04%	398
2022 Q2	$2.86M	Sell	72,666 -14,442	-17%	-$636K	0.05%	353
2022 Q1	$4.2M	Buy	+87,108	New	+$4.18M	0.07%	288

Other funds holding XMVM

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Atria Wealth Solutions increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 8% in Q2 2025, buying an estimated $83.2K and bringing the position to 21,318 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #568.

Atria Wealth Solutions first reported a position in XMVM in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.27M in Q2 2023. 68 funds tracked by Wall St. Rank hold XMVM as of Q2 2025.

Atria Wealth Solutions held 21,318 shares of Invesco S&P MidCap Value with Momentum ETF worth $1.23M as of Q2 2025.
Atria Wealth Solutions bought 1,574 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2025, an estimated $83.2K.
Invesco S&P MidCap Value with Momentum ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #568 holding.
Atria Wealth Solutions first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Invesco S&P MidCap Value with Momentum ETF position peaked at $4.27M in Q2 2023.
68 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2025.

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