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

Sterling Group 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
2025
Q1 		– Sell
-32,135
Closed -$1.31M – 61
2024
Q4 		$1.31M Buy
+32,135
New +$1.34M 0.68% 18

Other funds holding IDMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $149M AUM 15.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sterling Group Wealth Management's IDMO Position: Q1 2025 in Review

Sterling Group Wealth Management sold out of Invesco S&P International Developed Momentum ETF (IDMO) in Q1 2025, closing a stake of 32,135 shares — an estimated $1.31M sold.

Sterling Group Wealth Management first reported a position in IDMO in Q4 2024 and held it in 1 quarter. The position peaked at $1.31M in Q4 2024. 82 funds tracked by Wall St. Rank hold IDMO as of Q1 2025.

  • Sterling Group Wealth Management reported no remaining Invesco S&P International Developed Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Sterling Group Wealth Management sold 32,135 Invesco S&P International Developed Momentum ETF shares in Q1 2025, an estimated $1.31M.
  • Sterling Group Wealth Management first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2024 and held it in 1 quarter.
  • Sterling Group Wealth Management's Invesco S&P International Developed Momentum ETF position peaked at $1.31M in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q1 2025.

Based on Sterling Group Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.