Guardian Wealth Advisors (North Carolina)’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-1,506	Closed	-$82.6K	–	468
2026 Q1	$82.6K	Buy	+1,506	New	+$86.2K	0.01%	407

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

Guardian Wealth Advisors (North Carolina)'s IDMO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco S&P International Developed Momentum ETF (IDMO) in Q2 2026, closing a stake of 1,506 shares — an estimated $82.6K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IDMO in Q1 2026 and held it in 1 quarter. The position peaked at $82.6K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco S&P International Developed Momentum ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,506 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $82.6K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco S&P International Developed Momentum ETF in Q1 2026 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s Invesco S&P International Developed Momentum ETF position peaked at $82.6K in Q1 2026.
287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.