LWM
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Lodestone Wealth Management’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Lodestone Wealth Management’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 		$124K Hold
2,054
– – 0.04% 219
2026
Q1 		$113K Hold
2,054
– – 0.04% 210
2025
Q4 		$114K Buy
+2,054
New +$112K 0.05% 206

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

Lodestone Wealth Management's IDMO Position: Q2 2026 in Review

Lodestone Wealth Management held its Invesco S&P International Developed Momentum ETF (IDMO) position steady in Q2 2026 at 2,054 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #219.

Lodestone Wealth Management first reported a position in IDMO in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Lodestone Wealth Management held 2,054 shares of Invesco S&P International Developed Momentum ETF worth $124K as of Q2 2026.
  • Lodestone Wealth Management left its Invesco S&P International Developed Momentum ETF share count unchanged in Q2 2026.
  • Invesco S&P International Developed Momentum ETF made up 0.04% of Lodestone Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Lodestone Wealth Management first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.