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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 $188M AUM 20.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 46% in Q2 2025, selling an estimated $239K and leaving 5,689 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #1158.

Atria Wealth Solutions first reported a position in XSVM in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.6M in Q2 2022. 115 funds tracked by Wall St. Rank hold XSVM as of Q2 2025.

Atria Wealth Solutions held 5,689 shares of Invesco S&P SmallCap Value with Momentum ETF worth $296K as of Q2 2025.
Atria Wealth Solutions sold 4,859 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2025, an estimated $239K.
Invesco S&P SmallCap Value with Momentum ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1158 holding.
Atria Wealth Solutions first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.6M in Q2 2022.
115 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2025.

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