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Golden State Wealth Management’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Golden State Wealth Management’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 		$144K Sell
2,386
-622
-21% -$36.9K 0.01% 481
2026
Q1 		$165K Sell
3,008
-1,407
-32% -$80.5K 0.02% 406
2025
Q4 		$245K Sell
4,415
-1,791
-29% -$97.3K 0.03% 362
2025
Q3 		$335K Sell
6,206
-615
-9% -$32.2K 0.04% 300
2025
Q2 		$350K Buy
6,821
+2,636
+63% +$125K 0.04% 287
2025
Q1 		$185K Buy
+4,185
New +$181K 0.03% 348

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

Golden State Wealth Management's IDMO Position: Q2 2026 in Review

Golden State Wealth Management reduced its Invesco S&P International Developed Momentum ETF (IDMO) stake by 21% in Q2 2026, selling an estimated $36.9K and leaving 2,386 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #481.

Golden State Wealth Management first reported a position in IDMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $350K in Q2 2025. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Golden State Wealth Management held 2,386 shares of Invesco S&P International Developed Momentum ETF worth $144K as of Q2 2026.
  • Golden State Wealth Management sold 622 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $36.9K.
  • Invesco S&P International Developed Momentum ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #481 holding.
  • Golden State Wealth Management first reported a position in Invesco S&P International Developed Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • Golden State Wealth Management's Invesco S&P International Developed Momentum ETF position peaked at $350K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.