Longview Financial Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Longview Financial Advisors’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	$377K	Buy	2,217 +8	+0.4%	+$1.3K	0.22%	33
2026 Q1	$320K	Sell	2,209 -43	-2%	-$6.22K	0.2%	35
2025 Q4	$312K	Hold	2,252	–	–	0.21%	36
2025 Q3	$305K	Hold	2,252	–	–	0.22%	35
2025 Q2	$290K	Sell	2,252 -1,728	-43%	-$206K	0.25%	34
2025 Q1	$453K	Sell	3,980 -393	-9%	-$48.4K	0.39%	29
2024 Q4	$540K	Sell	4,373 -8	-0.2%	-$1.01K	0.43%	27
2024 Q3	$527K	Buy	4,381 +45	+1%	+$5.22K	0.39%	29
2024 Q2	$494K	Hold	4,336	–	–	0.38%	32
2024 Q1	$498K	Sell	4,336 -8	-0.2%	-$811	0.37%	31
2023 Q4	$390K	Buy	+4,344	New	+$357K	0.31%	29

Other funds holding XMMO

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return