Carson Wealth (CWM LLC)
IDMO icon

Carson Wealth (CWM LLC)’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Carson Wealth (CWM 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 		$29.6M Buy
538,915
+65,680
+14% +$3.76M 0.08% 240
2025
Q4 		$26.3M Buy
473,235
+56,353
+14% +$3.06M 0.07% 242
2025
Q3 		$22.5M Buy
416,882
+79,410
+24% +$4.15M 0.07% 242
2025
Q2 		$17.3M Buy
337,472
+46,538
+16% +$2.22M 0.06% 274
2025
Q1 		$12.8M Buy
+290,934
New +$12.6M 0.05% 298

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 $324B AUM 22.36% 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 $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 $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IDMO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 14% in Q1 2026, buying an estimated $3.76M and bringing the position to 538,915 shares worth $29.6M. The position accounts for 0.08% of the portfolio, ranked #240.

Carson Wealth (CWM LLC) first reported a position in IDMO in Q1 2025 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold IDMO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 538,915 shares of Invesco S&P International Developed Momentum ETF worth $29.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 65,680 Invesco S&P International Developed Momentum ETF shares in Q1 2026, an estimated $3.76M.
  • Invesco S&P International Developed Momentum ETF made up 0.08% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #240 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P International Developed Momentum ETF in Q1 2025 and has held it in 5 quarters since.
  • 269 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.