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Independent Financial Group’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Independent Financial 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 		$6.58M Buy
109,103
+41,784
+62% +$2.48M 0.12% 158
2026
Q1 		$3.69M Buy
67,319
+12,926
+24% +$740K 0.08% 237
2025
Q4 		$3.02M Buy
54,393
+48,014
+753% +$2.61M 0.07% 281
2025
Q3 		$344K Buy
+6,379
New +$334K 0.01% 1020

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

Independent Financial Group's IDMO Position: Q2 2026 in Review

Independent Financial Group increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 62% in Q2 2026, buying an estimated $2.48M and bringing the position to 109,103 shares worth $6.58M. The position accounts for 0.12% of the portfolio, ranked #158.

Independent Financial Group first reported a position in IDMO in Q3 2025 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Independent Financial Group held 109,103 shares of Invesco S&P International Developed Momentum ETF worth $6.58M as of Q2 2026.
  • Independent Financial Group bought 41,784 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $2.48M.
  • Invesco S&P International Developed Momentum ETF made up 0.12% of Independent Financial Group's portfolio in Q2 2026, its #158 holding.
  • Independent Financial Group first reported a position in Invesco S&P International Developed Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.