Silverlake Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Silverlake Wealth Management’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	$298K	Hold	1,753	–	–	0.06%	303
2026 Q1	$254K	Sell	1,753 -1,232	-41%	-$178K	0.05%	315
2025 Q4	$413K	Buy	2,985 +185	+7%	+$25.3K	0.09%	219
2025 Q3	$379K	Hold	2,800	–	–	0.09%	219
2025 Q2	$360K	Hold	2,800	–	–	0.1%	211
2025 Q1	$319K	Hold	2,800	–	–	0.12%	180
2024 Q4	$346K	Hold	2,800	–	–	0.13%	171
2024 Q3	$337K	Hold	2,800	–	–	0.13%	189
2024 Q2	$319K	Hold	2,800	–	–	0.13%	181
2024 Q1	$322K	Hold	2,800	–	–	0.16%	161
2023 Q4	$251K	Hold	2,800	–	–	0.14%	183
2023 Q3	$225K	Hold	2,800	–	–	0.13%	198
2023 Q2	$223K	Hold	2,800	–	–	0.12%	194
2023 Q1	$211K	Hold	2,800	–	–	0.13%	192
2022 Q4	$211K	Buy	+2,800	New	+$215K	0.13%	188
2022 Q2	–	Sell	-2,800	Closed	-$242K	–	235
2022 Q1	$242K	Hold	2,800	–	–	0.14%	178
2021 Q4	$255K	Buy	+2,800	New	+$254K	0.14%	174

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

Silverlake Wealth Management's XMMO Position: Q2 2026 in Review

Silverlake Wealth Management held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 1,753 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #303.

Silverlake Wealth Management first reported a position in XMMO in Q4 2021 and has held it in 17 quarters since. The position peaked at $413K in Q4 2025. 483 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Silverlake Wealth Management held 1,753 shares of Invesco S&P MidCap Momentum ETF worth $298K as of Q2 2026.
Silverlake Wealth Management left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.06% of Silverlake Wealth Management's portfolio in Q2 2026, its #303 holding.
Silverlake Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 17 quarters since.
Silverlake Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $413K in Q4 2025.
483 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.