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

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

Longview Financial Advisors's XMMO Position: Q2 2026 in Review

Longview Financial Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.36% in Q2 2026, buying an estimated $1.3K and bringing the position to 2,217 shares worth $377K. The position accounts for 0.22% of the portfolio, ranked #33.

Longview Financial Advisors first reported a position in XMMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $540K in Q4 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Longview Financial Advisors held 2,217 shares of Invesco S&P MidCap Momentum ETF worth $377K as of Q2 2026.
Longview Financial Advisors bought 8 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.3K.
Invesco S&P MidCap Momentum ETF made up 0.22% of Longview Financial Advisors's portfolio in Q2 2026, its #33 holding.
Longview Financial Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2023 and has held it in 11 quarters since.
Longview Financial Advisors's Invesco S&P MidCap Momentum ETF position peaked at $540K in Q4 2024.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.