SPC
IDMO icon

Sigma Planning Corp’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Sigma Planning Corp’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 		$5.07M Buy
92,437
+4,803
+5% +$275K 0.14% 146
2025
Q4 		$4.87M Buy
87,634
+9,966
+13% +$542K 0.13% 151
2025
Q3 		$4.19M Buy
77,668
+19,466
+33% +$1.02M 0.12% 172
2025
Q2 		$2.98M Buy
58,202
+10,922
+23% +$520K 0.09% 230
2025
Q1 		$2.09M Buy
47,280
+8,347
+21% +$362K 0.07% 271
2024
Q4 		$1.58M Buy
38,933
+28,086
+259% +$1.17M 0.05% 347
2024
Q3 		$456K Buy
10,847
+1,363
+14% +$56.6K 0.01% 776
2024
Q2 		$392K Buy
9,484
+1,722
+22% +$70.5K 0.01% 823
2024
Q1 		$326K Buy
+7,762
New +$302K 0.01% 917
2023
Q3 		– Sell
-12,227
Closed -$404K – 1250
2023
Q2 		$404K Buy
+12,227
New +$403K 0.01% 823

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SWM
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Raymond James Financial
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GVAG
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Charles Schwab
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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