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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
Q2 		$3.81M Sell
63,204
-3,207
-5% -$190K 2.26% 13
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

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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
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
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

Marshall & Sterling Wealth Advisors's IDMO Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Invesco S&P International Developed Momentum ETF (IDMO) stake by 4.8% in Q2 2026, selling an estimated $190K and leaving 63,204 shares worth $3.81M. The position accounts for 2.26% of the portfolio, ranked #13.

Marshall & Sterling Wealth Advisors first reported a position in IDMO in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 63,204 shares of Invesco S&P International Developed Momentum ETF worth $3.81M as of Q2 2026.
  • Marshall & Sterling Wealth Advisors sold 3,207 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $190K.
  • Invesco S&P International Developed Momentum ETF made up 2.26% of Marshall & Sterling Wealth Advisors's portfolio in Q2 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 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.