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 Q3	$19.7M	Buy	130,169 +2,096	+2%	+$312K	0.56%	37
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

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

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

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

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Dynamic Advisor Solutions's SPMO Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.6% in Q3 2026, buying an estimated $312K and bringing the position to 130,169 shares worth $19.7M. The position accounts for 0.56% of the portfolio, ranked #37.

Dynamic Advisor Solutions first reported a position in SPMO in Q2 2021 and has held it in 11 quarters since. The position peaked at $20.7M in Q2 2026. 159 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Dynamic Advisor Solutions held 130,169 shares of Invesco S&P 500 Momentum ETF worth $19.7M as of Q3 2026.
Dynamic Advisor Solutions bought 2,096 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $312K.
Invesco S&P 500 Momentum ETF made up 0.56% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #37 holding.
Dynamic Advisor Solutions first reported a position in Invesco S&P 500 Momentum ETF in Q2 2021 and has held it in 11 quarters since.
Dynamic Advisor Solutions's Invesco S&P 500 Momentum ETF position peaked at $20.7M in Q2 2026.
159 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.