EFS
IDMO icon

Essex Financial Services’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Essex Financial Services’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 		$1.41M Buy
23,308
+5,945
+34% +$353K 0.07% 246
2026
Q1 		$952K Buy
17,363
+3,952
+29% +$226K 0.05% 304
2025
Q4 		$745K Buy
13,411
+9,591
+251% +$521K 0.04% 350
2025
Q3 		$206K Buy
+3,820
New +$200K 0.01% 713

Other funds holding IDMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return

Essex Financial Services's IDMO Position: Q2 2026 in Review

Essex Financial Services increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 34% in Q2 2026, buying an estimated $353K and bringing the position to 23,308 shares worth $1.41M. The position accounts for 0.07% of the portfolio, ranked #246.

Essex Financial Services first reported a position in IDMO in Q3 2025 and has held it in 4 quarters since. 204 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Essex Financial Services held 23,308 shares of Invesco S&P International Developed Momentum ETF worth $1.41M as of Q2 2026.
  • Essex Financial Services bought 5,945 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $353K.
  • Invesco S&P International Developed Momentum ETF made up 0.07% of Essex Financial Services's portfolio in Q2 2026, its #246 holding.
  • Essex Financial Services first reported a position in Invesco S&P International Developed Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 204 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.