Annex Advisory Services
IDMO icon

Annex Advisory Services’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Annex Advisory Services’s Portfolio IDMO Stock Details IDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.73M Buy
44,777
+3,762
+9% +$231K 0.04% 138
2026
Q2 		$2.47M Buy
41,015
+1,491
+4% +$88.5K 0.04% 147
2026
Q1 		$2.17M Buy
39,524
+30,036
+317% +$1.72M 0.04% 147
2025
Q4 		$527K Buy
+9,488
New +$516K 0.01% 244

Other funds holding IDMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Annex Advisory Services's IDMO Position: Q3 2026 in Review

Annex Advisory Services increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 9.2% in Q3 2026, buying an estimated $231K and bringing the position to 44,777 shares worth $2.73M. The position accounts for 0.04% of the portfolio, ranked #138.

Annex Advisory Services first reported a position in IDMO in Q4 2025 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold IDMO as of Q3 2026.

  • Annex Advisory Services held 44,777 shares of Invesco S&P International Developed Momentum ETF worth $2.73M as of Q3 2026.
  • Annex Advisory Services bought 3,762 Invesco S&P International Developed Momentum ETF shares in Q3 2026, an estimated $231K.
  • Invesco S&P International Developed Momentum ETF made up 0.04% of Annex Advisory Services's portfolio in Q3 2026, its #138 holding.
  • Annex Advisory Services first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2025 and has held it in 4 quarters since.
  • 273 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.