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Cape Investment Advisory’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Cape Investment Advisory’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 		– Sell
-118
Closed -$6.56K – 649
2025
Q4 		$6.56K Buy
+118
New +$6.41K ﹤0.01% 848

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cape Investment Advisory's IDMO Position: Q1 2026 in Review

Cape Investment Advisory sold out of Invesco S&P International Developed Momentum ETF (IDMO) in Q1 2026, closing a stake of 118 shares — an estimated $6.56K sold.

Cape Investment Advisory first reported a position in IDMO in Q4 2025 and held it in 1 quarter. The position peaked at $6.56K in Q4 2025. 272 funds tracked by Wall St. Rank hold IDMO as of Q1 2026.

  • Cape Investment Advisory reported no remaining Invesco S&P International Developed Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 118 Invesco S&P International Developed Momentum ETF shares in Q1 2026, an estimated $6.56K.
  • Cape Investment Advisory first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's Invesco S&P International Developed Momentum ETF position peaked at $6.56K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.