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Beacon Financial Planning’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Beacon Financial Planning’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 		$561K Buy
+9,297
New +$552K 0.19% 54

Other funds holding IDMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beacon Financial Planning's IDMO Position: Q2 2026 in Review

Beacon Financial Planning opened a new position in Invesco S&P International Developed Momentum ETF (IDMO) in Q2 2026: 9,297 shares worth $561K. The stake represents 0.19% of the portfolio and ranks #54 among its holdings.

287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Beacon Financial Planning held 9,297 shares of Invesco S&P International Developed Momentum ETF worth $561K as of Q2 2026.
  • Invesco S&P International Developed Momentum ETF was a new Beacon Financial Planning position in Q2 2026.
  • Invesco S&P International Developed Momentum ETF made up 0.19% of Beacon Financial Planning's portfolio in Q2 2026, its #54 holding.
  • 287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.