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

Modern 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
Q1 		$14M Buy
248,014
+23,121
+10% +$1.32M 0.24% 105
2025
Q4 		$12.5M Buy
224,893
+16,614
+8% +$903K 0.23% 113
2025
Q3 		$11.2M Buy
208,279
+9,555
+5% +$500K 0.22% 111
2025
Q2 		$10.2M Buy
+198,724
New +$9.46M 0.25% 96

Other funds holding IDMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Modern Wealth Management's IDMO Position: Q1 2026 in Review

Modern Wealth Management increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 10% in Q1 2026, buying an estimated $1.32M and bringing the position to 248,014 shares worth $14M. The position accounts for 0.24% of the portfolio, ranked #105.

Modern Wealth Management first reported a position in IDMO in Q2 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold IDMO as of Q1 2026.

  • Modern Wealth Management held 248,014 shares of Invesco S&P International Developed Momentum ETF worth $14M as of Q1 2026.
  • Modern Wealth Management bought 23,121 Invesco S&P International Developed Momentum ETF shares in Q1 2026, an estimated $1.32M.
  • Invesco S&P International Developed Momentum ETF made up 0.24% of Modern Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Modern Wealth Management first reported a position in Invesco S&P International Developed Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.