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 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 $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tidemark's IDMO Position: Q1 2026 in Review

Tidemark increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 421% in Q1 2026, buying an estimated $7.74M and bringing the position to 167,384 shares worth $9.18M. The position accounts for 2.33% of the portfolio, ranked #15.

Tidemark first reported a position in IDMO in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.98M in Q4 2024. 268 funds tracked by Wall St. Rank hold IDMO as of Q1 2026.

Tidemark held 167,384 shares of Invesco S&P International Developed Momentum ETF worth $9.18M as of Q1 2026.
Tidemark bought 135,245 Invesco S&P International Developed Momentum ETF shares in Q1 2026, an estimated $7.74M.
Invesco S&P International Developed Momentum ETF made up 2.33% of Tidemark's portfolio in Q1 2026, its #15 holding.
Tidemark first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2023 and has held it in 10 quarters since.
Tidemark's Invesco S&P International Developed Momentum ETF position peaked at $9.98M in Q4 2024.
268 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.