XSMO β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Dynamic Advisor Solutions LLC  Β·  7 quarters on record

AI Ownership Summary

Dynamic Advisor Solutions LLC reported INVESCO EXCHANGE TRADED FD T (XSMO) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows XSMO at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XSMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dynamic Advisor Solutions LLC's position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XSMO was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dynamic Advisor Solutions LLC held XSMO β€” position size vs. price
% of Fund (quarterly)    XSMO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 21,196 +662 +3.2% 0.05% $1.6M 2026-04-08 $81.35
2025 Q4 ADDED 20,534 +13,388 +187.3% 0.05% $1.5M 2026-01-09 $74.81
2025 Q3 REDUCED 7,146 -245 -3.3% 0.02% $526K 2025-10-09 $72.35
2025 Q2 ADDED 7,391 +2,797 +60.9% 0.02% $503K 2025-07-09 $68.78
2025 Q1 ADDED 4,594 +660 +16.8% 0.01% $288K 2025-04-17 $58.63
2024 Q4 ADDED 3,934 +138 +3.6% 0.01% $260K 2025-01-21 $69.36
2024 Q3 INITIATED 3,796 β€” β€” 0.01% $251K 2024-10-07 $64.89

FAQ About Dynamic Advisor Solutions LLC and XSMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dynamic Advisor Solutions LLC reported owning XSMO?

Dynamic Advisor Solutions LLC reported XSMO across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported XSMO position in Dynamic Advisor Solutions LLC's portfolio?

The largest reported portfolio weight for XSMO was 0.05% in 2026 Q1.

What is the latest reported XSMO position on this page?

The most recent filing on this page is 2026 Q1, when Dynamic Advisor Solutions LLC reported 21,196 shares, equal to 0.05% of portfolio, with an estimated market value of $1.6M.

What does the chart on this XSMO ownership page compare?

The chart compares Dynamic Advisor Solutions LLC's quarterly XSMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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