Dana Investment Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Dana Investment Advisors’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	$1.36M	Buy	7,975 +2,917	+58%	+$476K	0.04%	389
2026 Q1	$734K	Sell	5,058 -135	-3%	-$19.5K	0.02%	442
2025 Q4	$719K	Buy	5,193 +1,478	+40%	+$202K	0.02%	431
2025 Q3	$502K	Buy	3,715 +1,756	+90%	+$231K	0.01%	460
2025 Q2	$252K	Buy	+1,959	New	+$234K	0.01%	514
2023 Q2	–	Sell	-2,765	Closed	-$209K	–	417
2023 Q1	$209K	Hold	2,765	–	–	0.01%	384
2022 Q4	$208K	Buy	+2,765	New	+$212K	0.01%	390

Other funds holding XMMO

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Dana Investment Advisors's XMMO Position: Q2 2026 in Review

Dana Investment Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 58% in Q2 2026, buying an estimated $476K and bringing the position to 7,975 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #389.

Dana Investment Advisors first reported a position in XMMO in Q4 2022 and has held it in 7 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Dana Investment Advisors held 7,975 shares of Invesco S&P MidCap Momentum ETF worth $1.36M as of Q2 2026.
Dana Investment Advisors bought 2,917 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $476K.
Invesco S&P MidCap Momentum ETF made up 0.04% of Dana Investment Advisors's portfolio in Q2 2026, its #389 holding.
Dana Investment Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2022 and has held it in 7 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.