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IWC
Integrated Wealth Concepts’s
Invesco S&P International Developed Momentum ETF
IDMO
Stock Holding History
Integrated Wealth Concepts’s Portfolio
IDMO Stock Details
IDMO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.62M
Sell
47,829
-1,992
-4%
-$114K
0.02%
658
2025
Q4
$2.77M
Sell
49,821
-3,541
-7%
-$192K
0.03%
447
2025
Q3
$2.88M
Buy
53,362
+31,275
+142%
+$1.64M
0.03%
543
2025
Q2
$1.13M
Buy
22,087
+4,197
+23%
+$200K
0.01%
859
2025
Q1
$790K
Sell
17,890
-1,319
-7%
-$57.2K
0.01%
929
2024
Q4
$781K
Buy
19,209
+412
+2%
+$17.2K
0.01%
930
2024
Q3
$791K
Buy
18,797
+807
+4%
+$33.5K
0.01%
896
2024
Q2
$743K
Buy
17,990
+1,174
+7%
+$48K
0.01%
882
2024
Q1
$707K
Sell
16,816
-1,739
-9%
-$67.8K
0.01%
898
2023
Q4
$683K
Buy
18,555
+349
+2%
+$12K
0.01%
873
2023
Q3
$604K
Buy
18,206
+1,222
+7%
+$41K
0.01%
899
2023
Q2
$561K
Buy
+16,984
New
+$559K
0.01%
935
Other funds holding IDMO
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
SWM
SHP Wealth Management
Plymouth, Massachusetts
$1.33B AUM
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
GVAG
Great Valley Advisor Group
Wilmington, Delaware
$5.5B AUM
20.56%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
EH
Equitable Holdings
New York
$15.5B AUM
19.09%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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