HP
IDMO icon

Holistic Planning’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Holistic Planning’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 		$330K Buy
5,481
+498
+10% +$29.6K 0.05% 265
2026
Q1 		$273K Buy
4,983
+1
+0% +$57 0.05% 249
2025
Q4 		$277K Buy
+4,982
New +$271K 0.06% 228

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

Holistic Planning's IDMO Position: Q2 2026 in Review

Holistic Planning increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 10% in Q2 2026, buying an estimated $29.6K and bringing the position to 5,481 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #265.

Holistic Planning first reported a position in IDMO in Q4 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Holistic Planning held 5,481 shares of Invesco S&P International Developed Momentum ETF worth $330K as of Q2 2026.
  • Holistic Planning bought 498 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $29.6K.
  • Invesco S&P International Developed Momentum ETF made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #265 holding.
  • Holistic Planning first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.