Whitaker-Myers Wealth Managers’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Whitaker-Myers Wealth Managers’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	$26.1M	Buy	432,402 +34,679	+9%	+$2.06M	4.35%	8
2026 Q1	$21.8M	Buy	397,723 +20,616	+5%	+$1.18M	4.35%	8
2025 Q4	$21M	Sell	377,107 -1,391	-0.4%	-$75.6K	4.37%	8
2025 Q3	$20.4M	Buy	+378,498	New	+$19.8M	4.46%	8

Other funds holding IDMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Whitaker-Myers Wealth Managers's IDMO Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 8.7% in Q2 2026, buying an estimated $2.06M and bringing the position to 432,402 shares worth $26.1M. The position accounts for 4.35% of the portfolio, ranked #8.

Whitaker-Myers Wealth Managers first reported a position in IDMO in Q3 2025 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

Whitaker-Myers Wealth Managers held 432,402 shares of Invesco S&P International Developed Momentum ETF worth $26.1M as of Q2 2026.
Whitaker-Myers Wealth Managers bought 34,679 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $2.06M.
Invesco S&P International Developed Momentum ETF made up 4.35% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #8 holding.
Whitaker-Myers Wealth Managers first reported a position in Invesco S&P International Developed Momentum ETF in Q3 2025 and has held it in 4 quarters since.
287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.