Betterment LLC
IDMO icon

Betterment LLC’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Betterment LLC’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
Q1 		$1.46M Sell
26,549
-2,161
-8% -$124K ﹤0.01% 275
2025
Q4 		$1.59M Buy
28,710
+8,989
+46% +$489K ﹤0.01% 254
2025
Q3 		$1.06M Buy
19,721
+363
+2% +$19K ﹤0.01% 287
2025
Q2 		$992K Buy
19,358
+8,175
+73% +$389K ﹤0.01% 277
2025
Q1 		$494K Sell
11,183
-4,760
-30% -$206K ﹤0.01% 337
2024
Q4 		$648K Buy
15,943
+1,093
+7% +$45.6K ﹤0.01% 293
2024
Q3 		$625K Buy
14,850
+522
+4% +$21.7K ﹤0.01% 289
2024
Q2 		$592K Buy
14,328
+3,399
+31% +$139K ﹤0.01% 268
2024
Q1 		$460K Buy
10,929
+2,141
+24% +$83.4K ﹤0.01% 267
2023
Q4 		$324K Buy
8,788
+75
+0.9% +$2.58K ﹤0.01% 264
2023
Q3 		$289K Buy
8,713
+282
+3% +$9.47K ﹤0.01% 260
2023
Q2 		$278K Buy
8,431
+355
+4% +$11.7K ﹤0.01% 255
2023
Q1 		$262K Buy
+8,076
New +$261K ﹤0.01% 239

Other funds holding IDMO

LPL Financial
LPL Financial San Diego, California $376B 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return