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Sonoma Allocations’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Sonoma Allocations’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 		– Sell
-196,032
Closed -$11.4M – 148
2025
Q4 		$11.4M Buy
196,032
+55,693
+40% +$3.03M 3.8% 7
2025
Q3 		$7.48M Buy
+140,339
New +$7.34M 2.72% 10

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sonoma Allocations's IDMO Position: Q1 2026 in Review

Sonoma Allocations sold out of Invesco S&P International Developed Momentum ETF (IDMO) in Q1 2026, closing a stake of 196,032 shares — an estimated $11.4M sold.

Sonoma Allocations first reported a position in IDMO in Q3 2025 and held it in 2 quarters. The position peaked at $11.4M in Q4 2025. 269 funds tracked by Wall St. Rank hold IDMO as of Q1 2026.

  • Sonoma Allocations reported no remaining Invesco S&P International Developed Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Sonoma Allocations sold 196,032 Invesco S&P International Developed Momentum ETF shares in Q1 2026, an estimated $11.4M.
  • Sonoma Allocations first reported a position in Invesco S&P International Developed Momentum ETF in Q3 2025 and held it in 2 quarters.
  • Sonoma Allocations's Invesco S&P International Developed Momentum ETF position peaked at $11.4M in Q4 2025.
  • 269 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q1 2026.

Based on Sonoma Allocations's 13F filing for Q1 2026, filed 19 May 2026.