Perspective Wealth Advisors’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Perspective Wealth Advisors’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	$6.42M	Buy	106,560 +26,736	+33%	+$1.59M	3.53%	9
2026 Q1	$4.38M	Buy	79,824 +44,653	+127%	+$2.56M	2.84%	12
2025 Q4	$1.95M	Buy	+35,171	New	+$1.91M	1.39%	24

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

Perspective Wealth Advisors's IDMO Position: Q2 2026 in Review

Perspective Wealth Advisors increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 33% in Q2 2026, buying an estimated $1.59M and bringing the position to 106,560 shares worth $6.42M. The position accounts for 3.53% of the portfolio, ranked #9.

Perspective Wealth Advisors first reported a position in IDMO in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

Perspective Wealth Advisors held 106,560 shares of Invesco S&P International Developed Momentum ETF worth $6.42M as of Q2 2026.
Perspective Wealth Advisors bought 26,736 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $1.59M.
Invesco S&P International Developed Momentum ETF made up 3.53% of Perspective Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Perspective Wealth Advisors first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2025 and has held it in 3 quarters since.
287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.