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

Avantax 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
2025
Q2 		$701K Buy
13,673
+1,723
+14% +$82K ﹤0.01% 1384
2025
Q1 		$528K Buy
11,950
+5,545
+87% +$240K ﹤0.01% 1471
2024
Q4 		$260K Buy
+6,405
New +$267K ﹤0.01% 1879

Other funds holding IDMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return

Avantax Advisory Services's IDMO Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 14% in Q2 2025, buying an estimated $82K and bringing the position to 13,673 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Avantax Advisory Services first reported a position in IDMO in Q4 2024 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold IDMO as of Q2 2025.

  • Avantax Advisory Services held 13,673 shares of Invesco S&P International Developed Momentum ETF worth $701K as of Q2 2025.
  • Avantax Advisory Services bought 1,723 Invesco S&P International Developed Momentum ETF shares in Q2 2025, an estimated $82K.
  • Invesco S&P International Developed Momentum ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1384 holding.
  • Avantax Advisory Services first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2024 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.