IDMO β€” INVESCO EXCH TRADED FD TR II

Ownership history in Clark Wealth Partners  Β·  1 quarter on record

AI Ownership Summary

Clark Wealth Partners reported INVESCO EXCH TRADED FD TR II (IDMO) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 10.07% in 2025 Q4. The latest visible filing shows IDMO at 10.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IDMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clark Wealth Partners's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IDMO was reported at 10.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.07% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clark Wealth Partners held IDMO β€” position size vs. price
% of Fund (quarterly)    IDMO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 319,290 β€” β€” 10.07% $13.0M 2026-02-04 $57.98

🏒 Other funds also holding IDMO

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.02% CoreCap Advisors, LLC 3Y 0.01%

FAQ About Clark Wealth Partners and IDMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clark Wealth Partners reported owning IDMO?

Clark Wealth Partners reported IDMO across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported IDMO position in Clark Wealth Partners's portfolio?

The largest reported portfolio weight for IDMO was 10.07% in 2025 Q4.

What is the latest reported IDMO position on this page?

The most recent filing on this page is 2025 Q4, when Clark Wealth Partners reported 319,290 shares, equal to 10.07% of portfolio, with an estimated market value of $13.0M.

What does the chart on this IDMO ownership page compare?

The chart compares Clark Wealth Partners's quarterly IDMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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