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Fortis Group Advisors’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Fortis Group 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
Q1 		$931K Sell
15,677
-453
-3% -$25.9K 0.15% 143
2025
Q4 		$932K Buy
16,130
+976
+6% +$53K 0.16% 150
2025
Q3 		$817K Buy
+15,154
New +$792K 0.14% 133

Other funds holding IDMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fortis Group Advisors's IDMO Position: Q1 2026 in Review

Fortis Group Advisors reduced its Invesco S&P International Developed Momentum ETF (IDMO) stake by 2.8% in Q1 2026, selling an estimated $25.9K and leaving 15,677 shares worth $931K. The position accounts for 0.15% of the portfolio, ranked #143.

Fortis Group Advisors first reported a position in IDMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $932K in Q4 2025. 268 funds tracked by Wall St. Rank hold IDMO as of Q1 2026.

  • Fortis Group Advisors held 15,677 shares of Invesco S&P International Developed Momentum ETF worth $931K as of Q1 2026.
  • Fortis Group Advisors sold 453 Invesco S&P International Developed Momentum ETF shares in Q1 2026, an estimated $25.9K.
  • Invesco S&P International Developed Momentum ETF made up 0.15% of Fortis Group Advisors's portfolio in Q1 2026, its #143 holding.
  • Fortis Group Advisors first reported a position in Invesco S&P International Developed Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • Fortis Group Advisors's Invesco S&P International Developed Momentum ETF position peaked at $932K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.