CoreCap Advisors’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

CoreCap Advisors’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 Q2	$403K	Sell	6,687 -947	-12%	-$56.2K	0.01%	613
2026 Q1	$419K	Buy	7,634 +3,368	+79%	+$193K	0.01%	554
2025 Q4	$237K	Buy	4,266 +4,169	+4,298%	+$227K	0.01%	737
2025 Q3	$5.24K	Buy	+97	New	+$5.07K	﹤0.01%	2156
2022 Q3	–	Sell	-9	Closed	–	–	1231
2022 Q2	$0	Buy	+9	New	+$292	﹤0.01%	2198
2022 Q1	–	Sell	-28	Closed	-$1K	–	1242
2021 Q4	$1K	Buy	+28	New	+$1.03K	﹤0.01%	2146

Other funds holding IDMO

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

Welch Financial Planning Boulder, Colorado $172M AUM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

IFC & Insurance Marketing Auburn, California $114M AUM