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

TruWealth Advisors’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 		$5.89M Buy
107,389
+9,068
+9% +$519K 0.28% 62
2025
Q4 		$5.46M Buy
98,321
+37,817
+63% +$2.06M 0.27% 62
2025
Q3 		$3.27M Buy
60,504
+52,847
+690% +$2.76M 0.17% 70
2025
Q2 		$392K Buy
+7,657
New +$364K 0.02% 128

Other funds holding IDMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TruWealth Advisors's IDMO Position: Q1 2026 in Review

TruWealth Advisors increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 9.2% in Q1 2026, buying an estimated $519K and bringing the position to 107,389 shares worth $5.89M. The position accounts for 0.28% of the portfolio, ranked #62.

TruWealth Advisors first reported a position in IDMO in Q2 2025 and has held it in 4 quarters since. 269 funds tracked by Wall St. Rank hold IDMO as of Q1 2026.

  • TruWealth Advisors held 107,389 shares of Invesco S&P International Developed Momentum ETF worth $5.89M as of Q1 2026.
  • TruWealth Advisors bought 9,068 Invesco S&P International Developed Momentum ETF shares in Q1 2026, an estimated $519K.
  • Invesco S&P International Developed Momentum ETF made up 0.28% of TruWealth Advisors's portfolio in Q1 2026, its #62 holding.
  • TruWealth Advisors first reported a position in Invesco S&P International Developed Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 269 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.