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

EP Wealth 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	$114K	Buy	+1,891	New	+$112K	﹤0.01%	1644

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

EP Wealth Advisors's IDMO Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Invesco S&P International Developed Momentum ETF (IDMO) in Q2 2026: 1,891 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #1644 among its holdings.

287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

EP Wealth Advisors held 1,891 shares of Invesco S&P International Developed Momentum ETF worth $114K as of Q2 2026.
Invesco S&P International Developed Momentum ETF was a new EP Wealth Advisors position in Q2 2026.
Invesco S&P International Developed Momentum ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1644 holding.
287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.