SWM
IDMO icon

Segment Wealth Management’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Segment Wealth Management’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 		$11.1M Buy
184,417
+174,657
+1,790% +$10.4M 0.58% 55
2026
Q1 		$535K Buy
9,760
+3,570
+58% +$204K 0.03% 210
2025
Q4 		$344K Buy
6,190
+390
+7% +$21.2K 0.02% 246
2025
Q3 		$313K Buy
+5,800
New +$303K 0.02% 245

Other funds holding IDMO

AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BLWM
Bucket List Wealth Management The Villages, Florida $203M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Segment Wealth Management's IDMO Position: Q2 2026 in Review

Segment Wealth Management increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 1,790% in Q2 2026, buying an estimated $10.4M and bringing the position to 184,417 shares worth $11.1M. The position accounts for 0.58% of the portfolio, ranked #55.

Segment Wealth Management first reported a position in IDMO in Q3 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Segment Wealth Management held 184,417 shares of Invesco S&P International Developed Momentum ETF worth $11.1M as of Q2 2026.
  • Segment Wealth Management bought 174,657 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $10.4M.
  • Invesco S&P International Developed Momentum ETF made up 0.58% of Segment Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Segment Wealth Management first reported a position in Invesco S&P International Developed Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.