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Triad Wealth Partners’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Triad Wealth Partners’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 		– Sell
-8,970
Closed -$498K – 493
2025
Q4 		$498K Buy
+8,970
New +$488K 0.05% 269

Other funds holding IDMO

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Triad Wealth Partners's IDMO Position: Q1 2026 in Review

Triad Wealth Partners sold out of Invesco S&P International Developed Momentum ETF (IDMO) in Q1 2026, closing a stake of 8,970 shares — an estimated $498K sold.

Triad Wealth Partners first reported a position in IDMO in Q4 2025 and held it in 1 quarter. The position peaked at $498K in Q4 2025. 268 funds tracked by Wall St. Rank hold IDMO as of Q1 2026.

  • Triad Wealth Partners reported no remaining Invesco S&P International Developed Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 8,970 Invesco S&P International Developed Momentum ETF shares in Q1 2026, an estimated $498K.
  • Triad Wealth Partners first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Triad Wealth Partners's Invesco S&P International Developed Momentum ETF position peaked at $498K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.