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

SHP 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
Q1 		$110M Buy
2,003,953
+1,141,512
+132% +$65.3M 8.29% 2
2025
Q4 		$47.9M Buy
+862,441
New +$46.9M 3.73% 7

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 $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
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 $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

SHP Wealth Management's IDMO Position: Q1 2026 in Review

SHP Wealth Management increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 132% in Q1 2026, buying an estimated $65.3M and bringing the position to 2,003,953 shares worth $110M. The position accounts for 8.29% of the portfolio, ranked #2.

SHP Wealth Management first reported a position in IDMO in Q4 2025 and has held it in 2 quarters since. 269 funds tracked by Wall St. Rank hold IDMO as of Q1 2026.

  • SHP Wealth Management held 2,003,953 shares of Invesco S&P International Developed Momentum ETF worth $110M as of Q1 2026.
  • SHP Wealth Management bought 1,141,512 Invesco S&P International Developed Momentum ETF shares in Q1 2026, an estimated $65.3M.
  • Invesco S&P International Developed Momentum ETF made up 8.29% of SHP Wealth Management's portfolio in Q1 2026, its #2 holding.
  • SHP Wealth Management first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 269 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.