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Evergreen Wealth Partners’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Evergreen Wealth Partners’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 		$2.42M Buy
40,176
+15,430
+62% +$916K 1.45% 17
2026
Q1 		$1.36M Buy
24,746
+9,316
+60% +$533K 1.04% 25
2025
Q4 		$857K Buy
+15,430
New +$839K 0.72% 25

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

Evergreen Wealth Partners's IDMO Position: Q2 2026 in Review

Evergreen Wealth Partners increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 62% in Q2 2026, buying an estimated $916K and bringing the position to 40,176 shares worth $2.42M. The position accounts for 1.45% of the portfolio, ranked #17.

Evergreen Wealth Partners first reported a position in IDMO in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Evergreen Wealth Partners held 40,176 shares of Invesco S&P International Developed Momentum ETF worth $2.42M as of Q2 2026.
  • Evergreen Wealth Partners bought 15,430 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $916K.
  • Invesco S&P International Developed Momentum ETF made up 1.45% of Evergreen Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Evergreen Wealth Partners first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.