Gladstone Institutional Advisory’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Gladstone Institutional Advisory’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	$2.86M	Buy	47,465 +2,009	+4%	+$119K	0.09%	228
2026 Q1	$2.49M	Sell	45,456 -2,304	-5%	-$132K	0.09%	227
2025 Q4	$2.65M	Buy	47,760 +536	+1%	+$29.1K	0.1%	218
2025 Q3	$2.55M	Sell	47,224 -1,536	-3%	-$80.3K	0.1%	210
2025 Q2	$2.5M	Buy	+48,760	New	+$2.32M	0.1%	207
2024 Q4	–	Sell	-26,301	Closed	-$1.11M	–	716
2024 Q3	$1.11M	Sell	26,301 -3,750	-12%	-$156K	0.05%	310
2024 Q2	$1.24M	Buy	+30,051	New	+$1.23M	0.06%	280

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

Gladstone Institutional Advisory's IDMO Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 4.4% in Q2 2026, buying an estimated $119K and bringing the position to 47,465 shares worth $2.86M. The position accounts for 0.09% of the portfolio, ranked #228.

Gladstone Institutional Advisory first reported a position in IDMO in Q2 2024 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

Gladstone Institutional Advisory held 47,465 shares of Invesco S&P International Developed Momentum ETF worth $2.86M as of Q2 2026.
Gladstone Institutional Advisory bought 2,009 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $119K.
Invesco S&P International Developed Momentum ETF made up 0.09% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #228 holding.
Gladstone Institutional Advisory first reported a position in Invesco S&P International Developed Momentum ETF in Q2 2024 and has held it in 7 quarters since.
287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.