Perfromance Wealth Partners’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Perfromance Wealth Partners’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	$5.02M	Buy	83,189 +17,814	+27%	+$1.06M	0.12%	40
2026 Q1	$3.59M	Buy	65,375 +27,169	+71%	+$1.55M	0.1%	39
2025 Q4	$2.12M	Buy	38,206 +9,679	+34%	+$526K	0.06%	51
2025 Q3	$1.54M	Buy	28,527 +5,472	+24%	+$286K	0.04%	59
2025 Q2	$1.18M	Buy	+23,055	New	+$1.1M	0.04%	62

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

Perfromance Wealth Partners's IDMO Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 27% in Q2 2026, buying an estimated $1.06M and bringing the position to 83,189 shares worth $5.02M. The position accounts for 0.12% of the portfolio, ranked #40.

Perfromance Wealth Partners first reported a position in IDMO in Q2 2025 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

Perfromance Wealth Partners held 83,189 shares of Invesco S&P International Developed Momentum ETF worth $5.02M as of Q2 2026.
Perfromance Wealth Partners bought 17,814 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $1.06M.
Invesco S&P International Developed Momentum ETF made up 0.12% of Perfromance Wealth Partners's portfolio in Q2 2026, its #40 holding.
Perfromance Wealth Partners first reported a position in Invesco S&P International Developed Momentum ETF in Q2 2025 and has held it in 5 quarters since.
288 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.