CWM
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Congress Wealth Management’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Congress Wealth Management’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 		$226K Buy
+4,405
New +$210K ﹤0.01% 1126

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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 $424B AUM 22.9% 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 $594M AUM 16.71% 1-Year Est. Return

Congress Wealth Management's IDMO Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Invesco S&P International Developed Momentum ETF (IDMO) in Q2 2025: 4,405 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1126 among its holdings.

139 funds tracked by Wall St. Rank hold IDMO as of Q2 2025.

  • Congress Wealth Management held 4,405 shares of Invesco S&P International Developed Momentum ETF worth $226K as of Q2 2025.
  • Invesco S&P International Developed Momentum ETF was a new Congress Wealth Management position in Q2 2025.
  • Invesco S&P International Developed Momentum ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1126 holding.
  • 139 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.