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Atria Wealth Solutions’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Atria Wealth Solutions’s Portfolio XSMO Stock Details XSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$297K Sell
4,279
-4,064
-49% -$259K 0.01% 1156
2025
Q1 		$524K Buy
+8,343
New +$549K 0.01% 1177

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 49% in Q2 2025, selling an estimated $259K and leaving 4,279 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #1156.

Atria Wealth Solutions first reported a position in XSMO in Q1 2025 and has held it in 2 quarters since. The position peaked at $524K in Q1 2025. 230 funds tracked by Wall St. Rank hold XSMO as of Q2 2025.

  • Atria Wealth Solutions held 4,279 shares of Invesco S&P SmallCap Momentum ETF worth $297K as of Q2 2025.
  • Atria Wealth Solutions sold 4,064 Invesco S&P SmallCap Momentum ETF shares in Q2 2025, an estimated $259K.
  • Invesco S&P SmallCap Momentum ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1156 holding.
  • Atria Wealth Solutions first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 2 quarters since.
  • Atria Wealth Solutions's Invesco S&P SmallCap Momentum ETF position peaked at $524K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2025.

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