Creative Planning
IDMO icon

Creative Planning’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Creative Planning’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 		$955K Sell
15,832
-2,444
-13% -$145K ﹤0.01% 2674
2026
Q1 		$1M Buy
18,276
+11,129
+156% +$637K ﹤0.01% 2451
2025
Q4 		$397K Sell
7,147
-1,118
-14% -$60.8K ﹤0.01% 3036
2025
Q3 		$446K Buy
8,265
+3,011
+57% +$157K ﹤0.01% 2823
2025
Q2 		$269K Buy
+5,254
New +$250K ﹤0.01% 3000

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

Creative Planning's IDMO Position: Q2 2026 in Review

Creative Planning reduced its Invesco S&P International Developed Momentum ETF (IDMO) stake by 13% in Q2 2026, selling an estimated $145K and leaving 15,832 shares worth $955K. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

Creative Planning first reported a position in IDMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1M in Q1 2026. 288 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Creative Planning held 15,832 shares of Invesco S&P International Developed Momentum ETF worth $955K as of Q2 2026.
  • Creative Planning sold 2,444 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $145K.
  • Invesco S&P International Developed Momentum ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2674 holding.
  • Creative Planning first reported a position in Invesco S&P International Developed Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • Creative Planning's Invesco S&P International Developed Momentum ETF position peaked at $1M in Q1 2026.
  • 288 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.