Synergy Asset Management’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Synergy Asset 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
2024 Q2	–	Sell	-104,458	Closed	-$4.39M	–	153
2024 Q1	$4.39M	Buy	+104,458	New	+$4.07M	0.75%	36
2023 Q4	–	Sell	-64,909	Closed	-$2.15M	–	160
2023 Q3	$2.15M	Buy	+64,909	New	+$2.18M	0.43%	57
2021 Q4	–	Sell	-174,699	Closed	-$6.16M	–	120
2021 Q3	$6.16M	Buy	+174,699	New	+$6.18M	1.43%	24

Other funds holding IDMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FWS

FinDec Wealth Services Stockton, California $81.8M AUM 13.5% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Synergy Asset Management's IDMO Position: Q2 2024 in Review

Synergy Asset Management sold out of Invesco S&P International Developed Momentum ETF (IDMO) in Q2 2024, closing a stake of 104,458 shares — an estimated $4.39M sold.

Synergy Asset Management first reported a position in IDMO in Q3 2021 and held it in 3 quarters. The position peaked at $6.16M in Q3 2021. 53 funds tracked by Wall St. Rank hold IDMO as of Q2 2024.

Synergy Asset Management reported no remaining Invesco S&P International Developed Momentum ETF position as of Q2 2024 after selling out during the quarter.
Synergy Asset Management sold 104,458 Invesco S&P International Developed Momentum ETF shares in Q2 2024, an estimated $4.39M.
Synergy Asset Management first reported a position in Invesco S&P International Developed Momentum ETF in Q3 2021 and held it in 3 quarters.
Synergy Asset Management's Invesco S&P International Developed Momentum ETF position peaked at $6.16M in Q3 2021.
53 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2024.

Based on Synergy Asset Management's 13F filing for Q2 2024, filed 5 Aug 2024.