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

Tidemark’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	$10.5M	Buy	174,610 +7,226	+4%	+$429K	2.37%	13
2026 Q1	$9.18M	Buy	167,384 +135,245	+421%	+$7.74M	2.33%	15
2025 Q4	$1.79M	Sell	32,139 -3,088	-9%	-$168K	0.51%	35
2025 Q3	$1.9M	Sell	35,227 -102,040	-74%	-$5.34M	0.55%	33
2025 Q2	$7.03M	Sell	137,267 -16,296	-11%	-$776K	2.27%	11
2025 Q1	$6.78M	Sell	153,563 -92,016	-37%	-$3.99M	2.49%	10
2024 Q4	$9.98M	Buy	245,579 +42,764	+21%	+$1.79M	3.82%	7
2024 Q3	$8.53M	Buy	202,815 +872	+0.4%	+$36.2K	3.5%	8
2024 Q2	$8.34M	Buy	201,943 +136,112	+207%	+$5.57M	3.84%	7
2024 Q1	$2.77M	Buy	65,831 +63,605	+2,857%	+$2.48M	1.54%	14
2023 Q4	$82K	Buy	+2,226	New	+$76.5K	0.05%	180

Other funds holding IDMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tidemark's IDMO Position: Q2 2026 in Review

Tidemark increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 4.3% in Q2 2026, buying an estimated $429K and bringing the position to 174,610 shares worth $10.5M. The position accounts for 2.37% of the portfolio, ranked #13.

Tidemark first reported a position in IDMO in Q4 2023 and has held it in 11 quarters since. 288 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

Tidemark held 174,610 shares of Invesco S&P International Developed Momentum ETF worth $10.5M as of Q2 2026.
Tidemark bought 7,226 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $429K.
Invesco S&P International Developed Momentum ETF made up 2.37% of Tidemark's portfolio in Q2 2026, its #13 holding.
Tidemark first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2023 and has held it in 11 quarters since.
288 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.