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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
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
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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legend Financial Advisors's IDMO Position: Q1 2026 in Review

Legend Financial Advisors increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 5.3% in Q1 2026, buying an estimated $358K and bringing the position to 125,166 shares worth $6.86M. The position accounts for 4.43% of the portfolio, ranked #11.

Legend Financial Advisors first reported a position in IDMO in Q1 2025 and has held it in 5 quarters since. 268 funds tracked by Wall St. Rank hold IDMO as of Q1 2026.

  • Legend Financial Advisors held 125,166 shares of Invesco S&P International Developed Momentum ETF worth $6.86M as of Q1 2026.
  • Legend Financial Advisors bought 6,252 Invesco S&P International Developed Momentum ETF shares in Q1 2026, an estimated $358K.
  • Invesco S&P International Developed Momentum ETF made up 4.43% of Legend Financial Advisors's portfolio in Q1 2026, its #11 holding.
  • Legend Financial Advisors first reported a position in Invesco S&P International Developed Momentum ETF in Q1 2025 and has held it in 5 quarters since.
  • 268 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q1 2026.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.