AWS
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Atria Wealth Solutions’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Atria Wealth Solutions’s Portfolio XSVM Stock Details XSVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$296K Sell
5,689
-4,859
-46% -$239K 0.01% 1158
2025
Q1 		$530K Sell
10,548
-796
-7% -$42.4K 0.01% 1169
2024
Q4 		$618K Sell
11,344
-2,131
-16% -$120K 0.01% 1155
2024
Q3 		$741K Buy
13,475
+200
+2% +$10.9K 0.01% 1044
2024
Q2 		$695K Sell
13,275
-668
-5% -$36.2K 0.01% 1063
2024
Q1 		$794K Buy
+13,943
New +$746K 0.01% 1017
2023
Q3 		– Sell
-8,166
Closed -$379K – 1992
2023
Q2 		$379K Sell
8,166
-6,654
-45% -$297K 0.01% 1302
2023
Q1 		$675K Sell
14,820
-619
-4% -$29.7K 0.01% 979
2022
Q4 		$706K Sell
15,439
-17,204
-53% -$801K 0.01% 920
2022
Q3 		$1.34M Sell
32,643
-3,369
-9% -$157K 0.02% 618
2022
Q2 		$1.6M Buy
+36,012
New +$1.79M 0.03% 516

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return