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Planned Solutions’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Planned Solutions’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
Q3 		$225K Hold
3,693
– – 0.06% 145
2026
Q2 		$223K Buy
+3,693
New +$219K 0.06% 143

Other funds holding IDMO

Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
IIM
IFC & Insurance Marketing Auburn, California $117M AUM 14.05% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Planned Solutions's IDMO Position: Q3 2026 in Review

Planned Solutions held its Invesco S&P International Developed Momentum ETF (IDMO) position steady in Q3 2026 at 3,693 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #145.

Planned Solutions first reported a position in IDMO in Q2 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold IDMO as of Q3 2026.

  • Planned Solutions held 3,693 shares of Invesco S&P International Developed Momentum ETF worth $225K as of Q3 2026.
  • Planned Solutions left its Invesco S&P International Developed Momentum ETF share count unchanged in Q3 2026.
  • Invesco S&P International Developed Momentum ETF made up 0.06% of Planned Solutions's portfolio in Q3 2026, its #145 holding.
  • Planned Solutions first reported a position in Invesco S&P International Developed Momentum ETF in Q2 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.