Dynamic Advisor Solutions’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Dynamic Advisor Solutions’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	$1.65M	Sell	9,681 -866	-8%	-$141K	0.05%	380
2026 Q1	$1.53M	Sell	10,547 -393	-4%	-$56.8K	0.05%	371
2025 Q4	$1.51M	Sell	10,940 -1,023	-9%	-$140K	0.05%	361
2025 Q3	$1.62M	Buy	11,963 +3,866	+48%	+$509K	0.05%	365
2025 Q2	$1.04M	Buy	8,097 +2,859	+55%	+$342K	0.03%	445
2025 Q1	$596K	Buy	5,238 +679	+15%	+$83.7K	0.02%	545
2024 Q4	$563K	Buy	4,559 +167	+4%	+$21.2K	0.02%	407
2024 Q3	$528K	Sell	4,392 -139	-3%	-$16.1K	0.02%	609
2024 Q2	$516K	Buy	4,531 +110	+2%	+$12.4K	0.02%	619
2024 Q1	$508K	Sell	4,421 -636	-13%	-$64.5K	0.02%	602
2023 Q4	$441K	Sell	5,057 -31	-0.6%	-$2.55K	0.02%	604
2023 Q3	$410K	Buy	5,088 +22	+0.4%	+$1.79K	0.02%	571
2023 Q2	$403K	Sell	5,066 -270	-5%	-$20.4K	0.02%	558
2023 Q1	$403K	Buy	5,336 +724	+16%	+$55.5K	0.02%	523
2022 Q4	$347K	Sell	4,612 -92	-2%	-$7.07K	0.02%	523
2022 Q3	$328K	Buy	4,704 +739	+19%	+$56.6K	0.03%	500
2022 Q2	$282K	Sell	3,965 -254	-6%	-$20.3K	0.02%	555
2022 Q1	$364K	Buy	4,219 +204	+5%	+$17.4K	0.03%	510
2021 Q4	$365K	Sell	4,015 -443	-10%	-$40.1K	0.03%	510
2021 Q3	$375K	Buy	4,458 +162	+4%	+$13.9K	0.03%	508
2021 Q2	$368K	Buy	+4,296	New	+$361K	0.03%	493
2020 Q4	–	Sell	-4,207	Closed	-$279K	–	728
2020 Q3	$279K	Buy	4,207 +396	+10%	+$25.4K	0.03%	447
2020 Q2	$226K	Sell	3,811 -1,064	-22%	-$59.2K	0.03%	448
2020 Q1	$239K	Sell	4,875 -930	-16%	-$54.3K	0.04%	371
2019 Q4	$355K	Buy	5,805 +1,168	+25%	+$69.3K	0.05%	373
2019 Q3	$270K	Buy	4,637 +340	+8%	+$20K	0.04%	393
2019 Q2	$253K	Buy	+4,297	New	+$249K	0.04%	399

Other funds holding XMMO

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

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

Dynamic Advisor Solutions reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 8.2% in Q2 2026, selling an estimated $141K and leaving 9,681 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #380.

Dynamic Advisor Solutions first reported a position in XMMO in Q2 2019 and has held it in 27 quarters since. 76 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Dynamic Advisor Solutions held 9,681 shares of Invesco S&P MidCap Momentum ETF worth $1.65M as of Q2 2026.
Dynamic Advisor Solutions sold 866 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $141K.
Invesco S&P MidCap Momentum ETF made up 0.05% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #380 holding.
Dynamic Advisor Solutions first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2019 and has held it in 27 quarters since.
76 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

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