Great Valley Advisor Group’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Great Valley Advisor Group’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	$93.6M	Buy	1,553,226 +161,702	+12%	+$9.6M	1.48%	6
2026 Q1	$76.3M	Buy	1,391,524 +79,021	+6%	+$4.52M	1.39%	7
2025 Q4	$72.9M	Buy	1,312,503 +755,465	+136%	+$41.1M	1.4%	9
2025 Q3	$30.1M	Buy	557,038 +14,748	+3%	+$771K	0.6%	40
2025 Q2	$27.8M	Buy	542,290 +12,759	+2%	+$607K	0.62%	40
2025 Q1	$23.4M	Buy	+529,531	New	+$23M	0.5%	55

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Great Valley Advisor Group's IDMO Position: Q2 2026 in Review

Great Valley Advisor Group increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 12% in Q2 2026, buying an estimated $9.6M and bringing the position to 1,553,226 shares worth $93.6M. The position accounts for 1.48% of the portfolio, ranked #6.

Great Valley Advisor Group first reported a position in IDMO in Q1 2025 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

Great Valley Advisor Group held 1,553,226 shares of Invesco S&P International Developed Momentum ETF worth $93.6M as of Q2 2026.
Great Valley Advisor Group bought 161,702 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $9.6M.
Invesco S&P International Developed Momentum ETF made up 1.48% of Great Valley Advisor Group's portfolio in Q2 2026, its #6 holding.
Great Valley Advisor Group first reported a position in Invesco S&P International Developed Momentum ETF in Q1 2025 and has held it in 6 quarters since.
287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.