Dynamic Advisor Solutions
XMMO icon

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
Q3 		$1.37M Sell
9,362
-319
-3% -$49.8K 0.04% 386
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

Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

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

Dynamic Advisor Solutions reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3.3% in Q3 2026, selling an estimated $49.8K and leaving 9,362 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #386.

Dynamic Advisor Solutions first reported a position in XMMO in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.65M in Q2 2026. 102 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

  • Dynamic Advisor Solutions held 9,362 shares of Invesco S&P MidCap Momentum ETF worth $1.37M as of Q3 2026.
  • Dynamic Advisor Solutions sold 319 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $49.8K.
  • Invesco S&P MidCap Momentum ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #386 holding.
  • Dynamic Advisor Solutions first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2019 and has held it in 28 quarters since.
  • Dynamic Advisor Solutions's Invesco S&P MidCap Momentum ETF position peaked at $1.65M in Q2 2026.
  • 102 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

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