Trademark Financial Management’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Trademark Financial 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	$9.43M	Buy	156,389 +19,957	+15%	+$1.18M	3.86%	8
2026 Q1	$7.48M	Buy	136,432 +16,571	+14%	+$948K	3.67%	7
2025 Q4	$6.66M	Buy	119,861 +16,294	+16%	+$886K	3.67%	8
2025 Q3	$5.59M	Buy	103,567 +6,266	+6%	+$328K	3.25%	7
2025 Q2	$4.99M	Buy	97,301 +51,931	+114%	+$2.47M	3.05%	8
2025 Q1	$2M	Buy	45,370 +34,840	+331%	+$1.51M	1.53%	20
2024 Q4	$428K	Buy	+10,530	New	+$440K	0.34%	58

Other funds holding IDMO

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

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

RWA

Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Trademark Financial Management's IDMO Position: Q2 2026 in Review

Trademark Financial Management increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 15% in Q2 2026, buying an estimated $1.18M and bringing the position to 156,389 shares worth $9.43M. The position accounts for 3.86% of the portfolio, ranked #8.

Trademark Financial Management first reported a position in IDMO in Q4 2024 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

Trademark Financial Management held 156,389 shares of Invesco S&P International Developed Momentum ETF worth $9.43M as of Q2 2026.
Trademark Financial Management bought 19,957 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $1.18M.
Invesco S&P International Developed Momentum ETF made up 3.86% of Trademark Financial Management's portfolio in Q2 2026, its #8 holding.
Trademark Financial Management first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2024 and has held it in 7 quarters since.
139 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.