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Root Financial Partners’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Root Financial 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 		– Sell
-30
Closed -$1.65K – 1713
2026
Q1 		$1.65K Hold
30
– – ﹤0.01% 2403
2025
Q4 		$1.67K Buy
+30
New +$1.63K ﹤0.01% 2019

Other funds holding IDMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Root Financial Partners's IDMO Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco S&P International Developed Momentum ETF (IDMO) in Q2 2026, closing a stake of 30 shares — an estimated $1.65K sold.

Root Financial Partners first reported a position in IDMO in Q4 2025 and held it in 2 quarters. The position peaked at $1.67K in Q4 2025. 288 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco S&P International Developed Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 30 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $1.65K.
  • Root Financial Partners first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Invesco S&P International Developed Momentum ETF position peaked at $1.67K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.