Baron Wealth Management’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Baron Wealth Management’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 Q2	$419K	Buy	6,943 +59	+0.9%	+$3.5K	0.11%	137
2026 Q1	$377K	Buy	6,884 +34	+0.5%	+$1.95K	0.11%	148
2025 Q4	$381K	Buy	6,850 +1,293	+23%	+$70.3K	0.12%	136
2025 Q3	$300K	Buy	5,557 +489	+10%	+$25.6K	0.1%	159
2025 Q2	$260K	Buy	5,068 +43	+0.9%	+$2.05K	0.09%	164
2025 Q1	$222K	Buy	+5,025	New	+$218K	0.1%	175

Other funds holding IDMO

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

IWS

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BLWM

Bucket List Wealth Management The Villages, Florida $203M AUM

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Baron Wealth Management's IDMO Position: Q2 2026 in Review

Baron Wealth Management increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 0.86% in Q2 2026, buying an estimated $3.5K and bringing the position to 6,943 shares worth $419K. The position accounts for 0.11% of the portfolio, ranked #137.

Baron Wealth Management first reported a position in IDMO in Q1 2025 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

Baron Wealth Management held 6,943 shares of Invesco S&P International Developed Momentum ETF worth $419K as of Q2 2026.
Baron Wealth Management bought 59 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $3.5K.
Invesco S&P International Developed Momentum ETF made up 0.11% of Baron Wealth Management's portfolio in Q2 2026, its #137 holding.
Baron Wealth Management first reported a position in Invesco S&P International Developed Momentum ETF in Q1 2025 and has held it in 6 quarters since.
65 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.