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Welch Financial Planning’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Welch Financial Planning’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 		$10.3M Buy
170,302
+64,140
+60% +$3.81M 5.98% 4
2026
Q1 		$5.82M Buy
106,162
+18,734
+21% +$1.07M 4.19% 9
2025
Q4 		$4.86M Buy
+87,428
New +$4.75M 3.54% 10

Other funds holding IDMO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
Cambridge Investment Research Advisors
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
MF
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

Welch Financial Planning's IDMO Position: Q2 2026 in Review

Welch Financial Planning increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 60% in Q2 2026, buying an estimated $3.81M and bringing the position to 170,302 shares worth $10.3M. The position accounts for 5.98% of the portfolio, ranked #4.

Welch Financial Planning first reported a position in IDMO in Q4 2025 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Welch Financial Planning held 170,302 shares of Invesco S&P International Developed Momentum ETF worth $10.3M as of Q2 2026.
  • Welch Financial Planning bought 64,140 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $3.81M.
  • Invesco S&P International Developed Momentum ETF made up 5.98% of Welch Financial Planning's portfolio in Q2 2026, its #4 holding.
  • Welch Financial Planning first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.