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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.09M Buy
134,169
+86,340
+181% +$5.13M 0.05% 343
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
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

Integrated Wealth Concepts's IDMO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 181% in Q2 2026, buying an estimated $5.13M and bringing the position to 134,169 shares worth $8.09M. The position accounts for 0.05% of the portfolio, ranked #343.

Integrated Wealth Concepts first reported a position in IDMO in Q2 2023 and has held it in 13 quarters since. 288 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Integrated Wealth Concepts held 134,169 shares of Invesco S&P International Developed Momentum ETF worth $8.09M as of Q2 2026.
  • Integrated Wealth Concepts bought 86,340 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $5.13M.
  • Invesco S&P International Developed Momentum ETF made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #343 holding.
  • Integrated Wealth Concepts first reported a position in Invesco S&P International Developed Momentum ETF in Q2 2023 and has held it in 13 quarters since.
  • 288 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.