SWM
IDMO icon

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

Stronghold 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
Q2 		$296K Buy
4,916
+66
+1% +$3.92K 0.4% 78
2026
Q1 		$266K Buy
4,850
+1,193
+33% +$68.3K 0.4% 82
2025
Q4 		$203K Buy
+3,657
New +$199K 0.3% 109

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

Stronghold Wealth Management's IDMO Position: Q2 2026 in Review

Stronghold Wealth Management increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 1.4% in Q2 2026, buying an estimated $3.92K and bringing the position to 4,916 shares worth $296K. The position accounts for 0.4% of the portfolio, ranked #78.

Stronghold Wealth Management first reported a position in IDMO in Q4 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Stronghold Wealth Management held 4,916 shares of Invesco S&P International Developed Momentum ETF worth $296K as of Q2 2026.
  • Stronghold Wealth Management bought 66 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $3.92K.
  • Invesco S&P International Developed Momentum ETF made up 0.4% of Stronghold Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Stronghold Wealth Management first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Stronghold Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.