WAU
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Wellington-Altus USA’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Wellington-Altus USA’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 		– Sell
-625
Closed -$37.7K – 684
2026
Q1 		$37.7K Buy
625
+310
+98% +$17.7K 0.02% 396
2025
Q4 		$17.5K Buy
+315
New +$17.1K 0.01% 513

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

Wellington-Altus USA's IDMO Position: Q2 2026 in Review

Wellington-Altus USA sold out of Invesco S&P International Developed Momentum ETF (IDMO) in Q2 2026, closing a stake of 625 shares — an estimated $37.7K sold.

Wellington-Altus USA first reported a position in IDMO in Q4 2025 and held it in 2 quarters. The position peaked at $37.7K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Wellington-Altus USA reported no remaining Invesco S&P International Developed Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington-Altus USA sold 625 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $37.7K.
  • Wellington-Altus USA first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2025 and held it in 2 quarters.
  • Wellington-Altus USA's Invesco S&P International Developed Momentum ETF position peaked at $37.7K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.