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 Q3	$18.3M	Buy	124,996 +12,977	+12%	+$2.02M	13.58%	2
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dala Group's XMMO Position: Q3 2026 in Review

Dala Group increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 12% in Q3 2026, buying an estimated $2.02M and bringing the position to 124,996 shares worth $18.3M. The position accounts for 13.58% of the portfolio, ranked #2.

Dala Group first reported a position in XMMO in Q4 2025 and has held it in 4 quarters since. The position peaked at $19.1M in Q2 2026. 189 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Dala Group held 124,996 shares of Invesco S&P MidCap Momentum ETF worth $18.3M as of Q3 2026.
Dala Group bought 12,977 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $2.02M.
Invesco S&P MidCap Momentum ETF made up 13.58% of Dala Group's portfolio in Q3 2026, its #2 holding.
Dala Group first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and has held it in 4 quarters since.
Dala Group's Invesco S&P MidCap Momentum ETF position peaked at $19.1M in Q2 2026.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.