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Dala Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Dala Group’s Portfolio XMMO Stock Details XMMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.1M Buy
112,019
+7,789
+7% +$1.27M 15.7% 1
2026
Q1 		$15.1M Buy
104,230
+59,940
+135% +$8.67M 12.63% 1
2025
Q4 		$6.13M Buy
+44,290
New +$6.06M 5.31% 3

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Dala Group's XMMO Position: Q2 2026 in Review

Dala Group increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 7.5% in Q2 2026, buying an estimated $1.27M and bringing the position to 112,019 shares worth $19.1M. The position accounts for 15.7% of the portfolio, ranked #1.

Dala Group first reported a position in XMMO in Q4 2025 and has held it in 3 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Dala Group held 112,019 shares of Invesco S&P MidCap Momentum ETF worth $19.1M as of Q2 2026.
  • Dala Group bought 7,789 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.27M.
  • Invesco S&P MidCap Momentum ETF made up 15.7% of Dala Group's portfolio in Q2 2026, its #1 holding.
  • Dala Group first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Dala Group's 13F filing for Q2 2026, filed 10 Aug 2026.