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

Lockerman 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	$287K	Buy	4,767 +13	+0.3%	+$772	0.44%	66
2026 Q1	$261K	Buy	4,754 +266	+6%	+$15.2K	0.47%	72
2025 Q4	$249K	Buy	4,488 +91	+2%	+$4.95K	0.48%	69
2025 Q3	$237K	Buy	4,397 +35	+0.8%	+$1.83K	0.3%	108
2025 Q2	$224K	Buy	+4,362	New	+$208K	0.3%	113

Other funds holding IDMO

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BLWM

Bucket List Wealth Management The Villages, Florida $203M AUM

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

Lockerman Financial Group increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 0.27% in Q2 2026, buying an estimated $772 and bringing the position to 4,767 shares worth $287K. The position accounts for 0.44% of the portfolio, ranked #66.

Lockerman Financial Group first reported a position in IDMO in Q2 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

Lockerman Financial Group held 4,767 shares of Invesco S&P International Developed Momentum ETF worth $287K as of Q2 2026.
Lockerman Financial Group bought 13 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $772.
Invesco S&P International Developed Momentum ETF made up 0.44% of Lockerman Financial Group's portfolio in Q2 2026, its #66 holding.
Lockerman Financial Group first reported a position in Invesco S&P International Developed Momentum ETF in Q2 2025 and has held it in 5 quarters since.
65 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.