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Rollins Financial Advisors’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Rollins Financial 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
Q1 		$732K Buy
13,344
+70
+0.5% +$4K 0.12% 80
2025
Q4 		$738K Buy
13,274
+1,314
+11% +$71.4K 0.11% 76
2025
Q3 		$646K Buy
+11,960
New +$625K 0.1% 74

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

Rollins Financial Advisors's IDMO Position: Q1 2026 in Review

Rollins Financial Advisors increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 0.53% in Q1 2026, buying an estimated $4K and bringing the position to 13,344 shares worth $732K. The position accounts for 0.12% of the portfolio, ranked #80.

Rollins Financial Advisors first reported a position in IDMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $738K in Q4 2025. 268 funds tracked by Wall St. Rank hold IDMO as of Q1 2026.

  • Rollins Financial Advisors held 13,344 shares of Invesco S&P International Developed Momentum ETF worth $732K as of Q1 2026.
  • Rollins Financial Advisors bought 70 Invesco S&P International Developed Momentum ETF shares in Q1 2026, an estimated $4K.
  • Invesco S&P International Developed Momentum ETF made up 0.12% of Rollins Financial Advisors's portfolio in Q1 2026, its #80 holding.
  • Rollins Financial Advisors first reported a position in Invesco S&P International Developed Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • Rollins Financial Advisors's Invesco S&P International Developed Momentum ETF position peaked at $738K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.