O'Shaughnessy Asset Management’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

O'Shaughnessy Asset 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 Q2	$37K	Sell	613 -764	-55%	-$45.4K	﹤0.01%	2301
2026 Q1	$75.5K	Sell	1,377 -159	-10%	-$9.1K	﹤0.01%	2172
2025 Q4	$85.4K	Sell	1,536 -18	-1%	-$978	﹤0.01%	2160
2025 Q3	$83.9K	Sell	1,554 -128	-8%	-$6.69K	﹤0.01%	2124
2025 Q2	$86.2K	Buy	1,682 +1,229	+271%	+$58.5K	﹤0.01%	1977
2025 Q1	$20K	Hold	453	–	–	﹤0.01%	2055
2024 Q4	$18.4K	Hold	453	–	–	﹤0.01%	2013
2024 Q3	$19.1K	Hold	453	–	–	﹤0.01%	1953
2024 Q2	$18.7K	Hold	453	–	–	﹤0.01%	1805
2024 Q1	$19K	Buy	+453	New	+$17.7K	﹤0.01%	1733

Other funds holding IDMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

O'Shaughnessy Asset Management's IDMO Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Invesco S&P International Developed Momentum ETF (IDMO) stake by 55% in Q2 2026, selling an estimated $45.4K and leaving 613 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

O'Shaughnessy Asset Management first reported a position in IDMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $86.2K in Q2 2025. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

O'Shaughnessy Asset Management held 613 shares of Invesco S&P International Developed Momentum ETF worth $37K as of Q2 2026.
O'Shaughnessy Asset Management sold 764 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $45.4K.
Invesco S&P International Developed Momentum ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2301 holding.
O'Shaughnessy Asset Management first reported a position in Invesco S&P International Developed Momentum ETF in Q1 2024 and has held it in 10 quarters since.
O'Shaughnessy Asset Management's Invesco S&P International Developed Momentum ETF position peaked at $86.2K in Q2 2025.
287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.