Embree Financial Group’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Embree Financial Group’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	$5.06M	Buy	83,859 +32,225	+62%	+$1.91M	0.51%	43
2026 Q1	$2.83M	Sell	51,634 -10,051	-16%	-$575K	0.33%	58
2025 Q4	$3.43M	Buy	61,685 +17,469	+40%	+$949K	0.42%	54
2025 Q3	$2.39M	Buy	44,216 +5,433	+14%	+$284K	0.32%	58
2025 Q2	$1.99M	Buy	38,783 +22,009	+131%	+$1.05M	0.3%	63
2025 Q1	$741K	Buy	+16,774	New	+$727K	0.12%	105

Other funds holding IDMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Embree Financial Group's IDMO Position: Q2 2026 in Review

Embree Financial Group increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 62% in Q2 2026, buying an estimated $1.91M and bringing the position to 83,859 shares worth $5.06M. The position accounts for 0.51% of the portfolio, ranked #43.

Embree Financial Group first reported a position in IDMO in Q1 2025 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

Embree Financial Group held 83,859 shares of Invesco S&P International Developed Momentum ETF worth $5.06M as of Q2 2026.
Embree Financial Group bought 32,225 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $1.91M.
Invesco S&P International Developed Momentum ETF made up 0.51% of Embree Financial Group's portfolio in Q2 2026, its #43 holding.
Embree Financial Group first reported a position in Invesco S&P International Developed Momentum ETF in Q1 2025 and has held it in 6 quarters since.
287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.