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Meriwether Wealth & Planning’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Meriwether Wealth & Planning’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 		$2.78M Buy
46,140
+6,843
+17% +$406K 1.38% 16
2026
Q1 		$2.16M Buy
39,297
+8,476
+28% +$485K 1.18% 17
2025
Q4 		$1.71M Buy
30,821
+9,763
+46% +$531K 0.97% 18
2025
Q3 		$1.14M Buy
21,058
+9,713
+86% +$508K 0.66% 28
2025
Q2 		$581K Buy
+11,345
New +$540K 0.36% 55

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

Meriwether Wealth & Planning's IDMO Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 17% in Q2 2026, buying an estimated $406K and bringing the position to 46,140 shares worth $2.78M. The position accounts for 1.38% of the portfolio, ranked #16.

Meriwether Wealth & Planning first reported a position in IDMO in Q2 2025 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Meriwether Wealth & Planning held 46,140 shares of Invesco S&P International Developed Momentum ETF worth $2.78M as of Q2 2026.
  • Meriwether Wealth & Planning bought 6,843 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $406K.
  • Invesco S&P International Developed Momentum ETF made up 1.38% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #16 holding.
  • Meriwether Wealth & Planning first reported a position in Invesco S&P International Developed Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • 287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.