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

Napa 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
2025
Q3 		$1.06M Buy
+19,621
New +$1.03M 0.5% 51

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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Napa Wealth Management's IDMO Position: Q3 2025 in Review

Napa Wealth Management opened a new position in Invesco S&P International Developed Momentum ETF (IDMO) in Q3 2025: 19,621 shares worth $1.06M. The stake represents 0.5% of the portfolio and ranks #51 among its holdings.

183 funds tracked by Wall St. Rank hold IDMO as of Q3 2025.

  • Napa Wealth Management held 19,621 shares of Invesco S&P International Developed Momentum ETF worth $1.06M as of Q3 2025.
  • Invesco S&P International Developed Momentum ETF was a new Napa Wealth Management position in Q3 2025.
  • Invesco S&P International Developed Momentum ETF made up 0.5% of Napa Wealth Management's portfolio in Q3 2025, its #51 holding.
  • 183 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.