Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SWM
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
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
–
–
0.11%
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
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
VIA
Vantagepoint Investment Advisers
Washington, District of Columbia
$11.8B AUM
9.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close