Dynamic Advisor Solutions’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.02M	Buy	21,559 +363	+2%	+$31.3K	0.06%	335
2026 Q1	$1.61M	Buy	21,196 +662	+3%	+$51.1K	0.05%	360
2025 Q4	$1.48M	Buy	20,534 +13,388	+187%	+$975K	0.05%	365
2025 Q3	$526K	Sell	7,146 -245	-3%	-$17.3K	0.02%	614
2025 Q2	$503K	Buy	7,391 +2,797	+61%	+$178K	0.02%	603
2025 Q1	$288K	Buy	4,594 +660	+17%	+$43.4K	0.01%	718
2024 Q4	$260K	Buy	3,934 +138	+4%	+$9.49K	0.01%	568
2024 Q3	$251K	Buy	+3,796	New	+$242K	0.01%	817

Other funds holding XSMO

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

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

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

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

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

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

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

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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Dynamic Advisor Solutions increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.7% in Q2 2026, buying an estimated $31.3K and bringing the position to 21,559 shares worth $2.02M. The position accounts for 0.06% of the portfolio, ranked #335.

Dynamic Advisor Solutions first reported a position in XSMO in Q3 2024 and has held it in 8 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Dynamic Advisor Solutions held 21,559 shares of Invesco S&P SmallCap Momentum ETF worth $2.02M as of Q2 2026.
Dynamic Advisor Solutions bought 363 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $31.3K.
Invesco S&P SmallCap Momentum ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #335 holding.
Dynamic Advisor Solutions first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

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