Silverlake Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$260K	Hold	2,781	–	–	0.05%	327
2026 Q1	$211K	Sell	2,781 -1,608	-37%	-$124K	0.04%	354
2025 Q4	$316K	Hold	4,389	–	–	0.07%	256
2025 Q3	$323K	Hold	4,389	–	–	0.08%	246
2025 Q2	$299K	Hold	4,389	–	–	0.09%	236
2025 Q1	$275K	Hold	4,389	–	–	0.1%	203
2024 Q4	$290K	Hold	4,389	–	–	0.11%	197
2024 Q3	$291K	Buy	4,389 +389	+10%	+$24.8K	0.11%	207
2024 Q2	$240K	Hold	4,000	–	–	0.1%	226
2024 Q1	$241K	Hold	4,000	–	–	0.12%	202
2023 Q4	$227K	Buy	+4,000	New	+$201K	0.12%	198
2022 Q2	–	Sell	-4,000	Closed	-$208K	–	236
2022 Q1	$208K	Hold	4,000	–	–	0.12%	202
2021 Q4	$226K	Buy	+4,000	New	+$226K	0.12%	196

Other funds holding XSMO

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

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

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

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

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

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

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

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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Silverlake Wealth Management held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q2 2026 at 2,781 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #327.

Silverlake Wealth Management first reported a position in XSMO in Q4 2021 and has held it in 13 quarters since. The position peaked at $323K in Q3 2025. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Silverlake Wealth Management held 2,781 shares of Invesco S&P SmallCap Momentum ETF worth $260K as of Q2 2026.
Silverlake Wealth Management left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up 0.05% of Silverlake Wealth Management's portfolio in Q2 2026, its #327 holding.
Silverlake Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2021 and has held it in 13 quarters since.
Silverlake Wealth Management's Invesco S&P SmallCap Momentum ETF position peaked at $323K in Q3 2025.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

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