MAI Capital Management’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

MAI Capital 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	–	Sell	-1,858	Closed	-$102K	–	3312
2026 Q1	$102K	Sell	1,858 -870	-32%	-$49.8K	﹤0.01%	1826
2025 Q4	$152K	Buy	2,728 +884	+48%	+$48K	﹤0.01%	1427
2025 Q3	$99.6K	Hold	1,844	–	–	﹤0.01%	1576
2025 Q2	$94.5K	Hold	1,844	–	–	﹤0.01%	1518
2025 Q1	$81.4K	Buy	1,844 +6	+0.3%	+$260	﹤0.01%	1500
2024 Q4	$74.7K	Buy	+1,838	New	+$76.7K	﹤0.01%	1568

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

MAI Capital Management's IDMO Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco S&P International Developed Momentum ETF (IDMO) in Q2 2026, closing a stake of 1,858 shares — an estimated $102K sold.

MAI Capital Management first reported a position in IDMO in Q4 2024 and held it in 6 quarters. The position peaked at $152K in Q4 2025. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

MAI Capital Management reported no remaining Invesco S&P International Developed Momentum ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,858 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $102K.
MAI Capital Management first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Invesco S&P International Developed Momentum ETF position peaked at $152K in Q4 2025.
287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.