PSI
IDMO icon

Planning Strategies Inc.’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Planning Strategies Inc.’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 		$56.4K Buy
+935
New +$55.5K 0.04% 148

Other funds holding IDMO

AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Planning Strategies Inc.'s IDMO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Invesco S&P International Developed Momentum ETF (IDMO) in Q2 2026: 935 shares worth $56.4K. The stake represents 0.04% of the portfolio and ranks #148 among its holdings.

124 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Planning Strategies Inc. held 935 shares of Invesco S&P International Developed Momentum ETF worth $56.4K as of Q2 2026.
  • Invesco S&P International Developed Momentum ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Invesco S&P International Developed Momentum ETF made up 0.04% of Planning Strategies Inc.'s portfolio in Q2 2026, its #148 holding.
  • 124 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.