Sigma Planning Corp
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
Q3 		$5.63M Sell
92,197
-2,262
-2% -$139K 0.14% 147
2026
Q2 		$5.69M Buy
94,459
+2,022
+2% +$120K 0.14% 153
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 – 1249
2023
Q2 		$404K Buy
+12,227
New +$403K 0.01% 823

Other funds holding IDMO

Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bucket List Wealth Management
Bucket List Wealth Management The Villages, Florida $208M AUM 15.19% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Clark Wealth Partners
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Sigma Planning Corp's IDMO Position: Q3 2026 in Review

Sigma Planning Corp reduced its Invesco S&P International Developed Momentum ETF (IDMO) stake by 2.4% in Q3 2026, selling an estimated $139K and leaving 92,197 shares worth $5.63M. The position accounts for 0.14% of the portfolio, ranked #147.

Sigma Planning Corp first reported a position in IDMO in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.69M in Q2 2026. 103 funds tracked by Wall St. Rank hold IDMO as of Q3 2026.

  • Sigma Planning Corp held 92,197 shares of Invesco S&P International Developed Momentum ETF worth $5.63M as of Q3 2026.
  • Sigma Planning Corp sold 2,262 Invesco S&P International Developed Momentum ETF shares in Q3 2026, an estimated $139K.
  • Invesco S&P International Developed Momentum ETF made up 0.14% of Sigma Planning Corp's portfolio in Q3 2026, its #147 holding.
  • Sigma Planning Corp first reported a position in Invesco S&P International Developed Momentum ETF in Q2 2023 and has held it in 12 quarters since.
  • Sigma Planning Corp's Invesco S&P International Developed Momentum ETF position peaked at $5.69M in Q2 2026.
  • 103 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.