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Walled Lake Planning & Wealth Management’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Walled Lake Planning & Wealth 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 		$529K Sell
8,776
-1,054
-11% -$62.6K 0.13% 75
2026
Q1 		$539K Sell
9,830
-934
-9% -$53.4K 0.16% 73
2025
Q4 		$598K Buy
10,764
+229
+2% +$12.4K 0.19% 67
2025
Q3 		$569K Buy
+10,535
New +$551K 0.19% 68

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IDMO Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its Invesco S&P International Developed Momentum ETF (IDMO) stake by 11% in Q2 2026, selling an estimated $62.6K and leaving 8,776 shares worth $529K. The position accounts for 0.13% of the portfolio, ranked #75.

Walled Lake Planning & Wealth Management first reported a position in IDMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $598K in Q4 2025. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 8,776 shares of Invesco S&P International Developed Momentum ETF worth $529K as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 1,054 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $62.6K.
  • Invesco S&P International Developed Momentum ETF made up 0.13% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Invesco S&P International Developed Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • Walled Lake Planning & Wealth Management's Invesco S&P International Developed Momentum ETF position peaked at $598K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.