Silver Oak Securities’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Silver Oak Securities’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	$1.05M	Buy	6,166 +10	+0.2%	+$1.63K	0.06%	288
2026 Q1	$893K	Buy	6,156 +813	+15%	+$118K	0.07%	285
2025 Q4	$747K	Buy	5,343 +2,359	+79%	+$323K	0.05%	351
2025 Q3	$404K	Sell	2,984 -535	-15%	-$70.4K	0.03%	485
2025 Q2	$453K	Sell	3,519 -31	-0.9%	-$3.7K	0.04%	437
2025 Q1	$402K	Buy	3,550 +1,312	+59%	+$162K	0.04%	424
2024 Q4	$277K	Buy	+2,238	New	+$284K	0.03%	533
2024 Q2	–	Sell	-9,535	Closed	-$1.1M	–	536
2024 Q1	$1.1M	Sell	9,535 -395	-4%	-$40K	0.17%	134
2023 Q4	$892K	Buy	9,930 +3,691	+59%	+$303K	0.12%	180
2023 Q3	$502K	Buy	+6,239	New	+$507K	0.11%	163
2022 Q4	–	Sell	-6,239	Closed	-$502K	–	504
2022 Q3	$502K	Buy	+6,239	New	+$477K	0.11%	163
2022 Q2	–	Sell	-13,620	Closed	-$1.15M	–	348
2022 Q1	$1.15M	Buy	+13,620	New	+$1.16M	0.23%	97

Other funds holding XMMO

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Silver Oak Securities's XMMO Position: Q2 2026 in Review

Silver Oak Securities increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.16% in Q2 2026, buying an estimated $1.63K and bringing the position to 6,166 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #288.

Silver Oak Securities first reported a position in XMMO in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.15M in Q1 2022. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Silver Oak Securities held 6,166 shares of Invesco S&P MidCap Momentum ETF worth $1.05M as of Q2 2026.
Silver Oak Securities bought 10 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.63K.
Invesco S&P MidCap Momentum ETF made up 0.06% of Silver Oak Securities's portfolio in Q2 2026, its #288 holding.
Silver Oak Securities first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2022 and has held it in 12 quarters since.
Silver Oak Securities's Invesco S&P MidCap Momentum ETF position peaked at $1.15M in Q1 2022.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.