Dynamic Advisor Solutions’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Dynamic Advisor Solutions’s Portfolio SPMO Stock Details SPMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.7M	Buy	128,073 +13,908	+12%	+$1.96M	0.59%	35
2026 Q1	$12.8M	Buy	114,165 +8,064	+8%	+$953K	0.4%	58
2025 Q4	$12.7M	Buy	106,101 +57,149	+117%	+$6.85M	0.41%	57
2025 Q3	$5.93M	Buy	48,952 +32,622	+200%	+$3.8M	0.17%	139
2025 Q2	$1.84M	Buy	16,330 +3,471	+27%	+$347K	0.06%	322
2025 Q1	$1.19M	Buy	+12,859	New	+$1.26M	0.04%	380
2022 Q2	–	Sell	-3,410	Closed	-$209K	–	774
2022 Q1	$209K	Hold	3,410	–	–	0.01%	669
2021 Q4	$220K	Hold	3,410	–	–	0.02%	659
2021 Q3	$206K	Sell	3,410 -125	-4%	-$7.69K	0.02%	691
2021 Q2	$210K	Buy	+3,535	New	+$197K	0.02%	657

Other funds holding SPMO

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dynamic Advisor Solutions's SPMO Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 12% in Q2 2026, buying an estimated $1.96M and bringing the position to 128,073 shares worth $20.7M. The position accounts for 0.59% of the portfolio, ranked #35.

Dynamic Advisor Solutions first reported a position in SPMO in Q2 2021 and has held it in 10 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Dynamic Advisor Solutions held 128,073 shares of Invesco S&P 500 Momentum ETF worth $20.7M as of Q2 2026.
Dynamic Advisor Solutions bought 13,908 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.96M.
Invesco S&P 500 Momentum ETF made up 0.59% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #35 holding.
Dynamic Advisor Solutions first reported a position in Invesco S&P 500 Momentum ETF in Q2 2021 and has held it in 10 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.