Marshall & Sterling Wealth Advisors’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Marshall & Sterling Wealth 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	$3.64M	Buy	66,411 +65,421	+6,608%	+$3.74M	2.38%	13
2025 Q4	$55K	Buy	+990	New	+$53.8K	0.04%	134

Other funds holding IDMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IDMO Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 6,608% in Q1 2026, buying an estimated $3.74M and bringing the position to 66,411 shares worth $3.64M. The position accounts for 2.38% of the portfolio, ranked #13.

Marshall & Sterling Wealth Advisors first reported a position in IDMO in Q4 2025 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold IDMO as of Q1 2026.

Marshall & Sterling Wealth Advisors held 66,411 shares of Invesco S&P International Developed Momentum ETF worth $3.64M as of Q1 2026.
Marshall & Sterling Wealth Advisors bought 65,421 Invesco S&P International Developed Momentum ETF shares in Q1 2026, an estimated $3.74M.
Invesco S&P International Developed Momentum ETF made up 2.38% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #13 holding.
Marshall & Sterling Wealth Advisors first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2025 and has held it in 2 quarters since.
268 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.