PWP
IDMO icon

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
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
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

Perfromance Wealth Partners's IDMO Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 71% in Q1 2026, buying an estimated $1.55M and bringing the position to 65,375 shares worth $3.59M. The position accounts for 0.1% of the portfolio, ranked #39.

Perfromance Wealth Partners 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.

  • Perfromance Wealth Partners held 65,375 shares of Invesco S&P International Developed Momentum ETF worth $3.59M as of Q1 2026.
  • Perfromance Wealth Partners bought 27,169 Invesco S&P International Developed Momentum ETF shares in Q1 2026, an estimated $1.55M.
  • Invesco S&P International Developed Momentum ETF made up 0.1% of Perfromance Wealth Partners's portfolio in Q1 2026, its #39 holding.
  • Perfromance Wealth Partners 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 Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.