Legend Financial Advisors’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Legend Financial Advisors’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	$7.48M	Sell	124,008 -1,158	-0.9%	-$68.7K	4.25%	10
2026 Q1	$6.86M	Buy	125,166 +6,252	+5%	+$358K	4.43%	11
2025 Q4	$6.61M	Buy	118,914 +520	+0.4%	+$28.3K	4%	13
2025 Q3	$6.39M	Buy	118,394 +909	+0.8%	+$47.5K	3.92%	13
2025 Q2	$6.02M	Buy	117,485 +11,942	+11%	+$568K	4%	13
2025 Q1	$4.66M	Buy	+105,543	New	+$4.58M	3.42%	14

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

Legend Financial Advisors's IDMO Position: Q2 2026 in Review

Legend Financial Advisors reduced its Invesco S&P International Developed Momentum ETF (IDMO) stake by 0.93% in Q2 2026, selling an estimated $68.7K and leaving 124,008 shares worth $7.48M. The position accounts for 4.25% of the portfolio, ranked #10.

Legend Financial Advisors first reported a position in IDMO in Q1 2025 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

Legend Financial Advisors held 124,008 shares of Invesco S&P International Developed Momentum ETF worth $7.48M as of Q2 2026.
Legend Financial Advisors sold 1,158 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $68.7K.
Invesco S&P International Developed Momentum ETF made up 4.25% of Legend Financial Advisors's portfolio in Q2 2026, its #10 holding.
Legend Financial Advisors first reported a position in Invesco S&P International Developed Momentum ETF in Q1 2025 and has held it in 6 quarters since.
288 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.