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

Rooted 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 		$25.8M Buy
428,286
+49,116
+13% +$2.92M 6.32% 2
2026
Q1 		$22.6M Buy
379,170
+42,445
+13% +$2.43M 5.97% 2
2025
Q4 		$19.6M Buy
336,725
+20,071
+6% +$1.09M 5.52% 2
2025
Q3 		$17.2M Buy
+316,654
New +$16.6M 5.25% 3

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

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

Rooted Wealth Advisors increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 13% in Q2 2026, buying an estimated $2.92M and bringing the position to 428,286 shares worth $25.8M. The position accounts for 6.32% of the portfolio, ranked #2.

Rooted Wealth Advisors first reported a position in IDMO in Q3 2025 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Rooted Wealth Advisors held 428,286 shares of Invesco S&P International Developed Momentum ETF worth $25.8M as of Q2 2026.
  • Rooted Wealth Advisors bought 49,116 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $2.92M.
  • Invesco S&P International Developed Momentum ETF made up 6.32% of Rooted Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Rooted Wealth Advisors first reported a position in Invesco S&P International Developed Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.