Silverlake Wealth Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Silverlake Wealth Management’s Portfolio XMVM Stock Details XMVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,000	Closed	-$260K	–	409
2026 Q1	$260K	Hold	4,000	–	–	0.05%	307
2025 Q4	$257K	Hold	4,000	–	–	0.06%	293
2025 Q3	$247K	Hold	4,000	–	–	0.06%	291
2025 Q2	$223K	Hold	4,000	–	–	0.06%	288
2025 Q1	$211K	Sell	4,000 -1,870	-32%	-$104K	0.08%	239
2024 Q4	$325K	Hold	5,870	–	–	0.12%	176
2024 Q3	$325K	Hold	5,870	–	–	0.12%	193
2024 Q2	$303K	Hold	5,870	–	–	0.12%	188
2024 Q1	$319K	Hold	5,870	–	–	0.16%	162
2023 Q4	$295K	Hold	5,870	–	–	0.16%	162
2023 Q3	$269K	Hold	5,870	–	–	0.15%	171
2023 Q2	$271K	Hold	5,870	–	–	0.15%	163
2023 Q1	$256K	Hold	5,870	–	–	0.16%	160
2022 Q4	$259K	Hold	5,870	–	–	0.16%	161
2022 Q3	$227K	Hold	5,870	–	–	0.15%	164
2022 Q2	$231K	Hold	5,870	–	–	0.15%	168
2022 Q1	$283K	Hold	5,870	–	–	0.16%	161
2021 Q4	$287K	Buy	+5,870	New	+$279K	0.15%	157

Other funds holding XMVM

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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

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

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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

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

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

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

Silverlake Wealth Management sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2026, closing a stake of 4,000 shares — an estimated $260K sold.

Silverlake Wealth Management first reported a position in XMVM in Q4 2021 and held it in 18 quarters. The position peaked at $325K in Q3 2024. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Silverlake Wealth Management reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q2 2026 after selling out during the quarter.
Silverlake Wealth Management sold 4,000 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $260K.
Silverlake Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2021 and held it in 18 quarters.
Silverlake Wealth Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $325K in Q3 2024.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

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