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Willner & Heller’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Willner & Heller’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 		$381K Sell
6,317
-38
-0.6% -$2.26K 0.24% 116
2026
Q1 		$349K Buy
6,355
+1,790
+39% +$102K 0.26% 110
2025
Q4 		$254K Buy
+4,565
New +$248K 0.18% 146

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

Willner & Heller's IDMO Position: Q2 2026 in Review

Willner & Heller reduced its Invesco S&P International Developed Momentum ETF (IDMO) stake by 0.6% in Q2 2026, selling an estimated $2.26K and leaving 6,317 shares worth $381K. The position accounts for 0.24% of the portfolio, ranked #116.

Willner & Heller first reported a position in IDMO in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Willner & Heller held 6,317 shares of Invesco S&P International Developed Momentum ETF worth $381K as of Q2 2026.
  • Willner & Heller sold 38 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $2.26K.
  • Invesco S&P International Developed Momentum ETF made up 0.24% of Willner & Heller's portfolio in Q2 2026, its #116 holding.
  • Willner & Heller first reported a position in Invesco S&P International Developed Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.