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Capstone Wealth Management Group (Pennsylvania)’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
2025
Q2 		– Sell
-26,523
Closed -$1.17M – 60
2025
Q1 		$1.17M Buy
+26,523
New +$1.15M 0.67% 37

Other funds holding IDMO

LPL Financial
LPL Financial San Diego, California $377B 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s IDMO Position: Q2 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Invesco S&P International Developed Momentum ETF (IDMO) in Q2 2025, closing a stake of 26,523 shares — an estimated $1.17M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in IDMO in Q1 2025 and held it in 1 quarter. The position peaked at $1.17M in Q1 2025. 138 funds tracked by Wall St. Rank hold IDMO as of Q2 2025.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining Invesco S&P International Developed Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 26,523 Invesco S&P International Developed Momentum ETF shares in Q2 2025, an estimated $1.17M.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Invesco S&P International Developed Momentum ETF in Q1 2025 and held it in 1 quarter.
  • Capstone Wealth Management Group (Pennsylvania)'s Invesco S&P International Developed Momentum ETF position peaked at $1.17M in Q1 2025.
  • 138 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2025, filed 23 Jul 2025.