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Berger Financial Group’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Berger Financial Group’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 		$747K Buy
12,385
+2,537
+26% +$151K 0.04% 246
2026
Q1 		$540K Buy
9,848
+1,077
+12% +$61.6K 0.03% 284
2025
Q4 		$487K Buy
8,771
+4,782
+120% +$260K 0.03% 297
2025
Q3 		$215K Buy
+3,989
New +$209K 0.01% 417

Other funds holding IDMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Berger Financial Group's IDMO Position: Q2 2026 in Review

Berger Financial Group increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 26% in Q2 2026, buying an estimated $151K and bringing the position to 12,385 shares worth $747K. The position accounts for 0.04% of the portfolio, ranked #246.

Berger Financial Group first reported a position in IDMO in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Berger Financial Group held 12,385 shares of Invesco S&P International Developed Momentum ETF worth $747K as of Q2 2026.
  • Berger Financial Group bought 2,537 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $151K.
  • Invesco S&P International Developed Momentum ETF made up 0.04% of Berger Financial Group's portfolio in Q2 2026, its #246 holding.
  • Berger Financial Group first reported a position in Invesco S&P International Developed Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 193 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.