IDMO — INVESCO EXCH TRADED FD TR II

Ownership history in Cyr Financial Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Cyr Financial Inc. reported a position in INVESCO EXCH TRADED FD TR II (IDMO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.28% (2025 Q2)
Avg. % of fund
5.81%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 176,433 +13,688 +8.4% 6.11% $9.8M $55.57
2025 Q3 ADDED 162,745 +4,113 +2.6% 6.00% $8.8M $52.81
2025 Q2 ADDED 158,632 +28,343 +21.8% 6.28% $8.1M $49.96
2024 Q4 INITIATED 130,289 — — 4.83% $5.3M $39.09
% of Fund (quarterly)    IDMO price (monthly, adj. close)

Other funds also holding IDMO

As of 2025 Q4 — sorted by position size

Clark Wealth Partners 10.07% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 8.49% Rooted Wealth Advisors, Inc. 3Y 5.52% Retirement Management Systems Inc. 5.19% StoneCrest Wealth Management, Inc. 4.98% MANCHESTER FINANCIAL INC 3Y 7Y 4.71% Whitaker-Myers Wealth Managers, LTD. 4.37% Avid Wealth Partners LLC 4.25% Legend Financial Advisors, Inc. 3Y 4.0% SHP Wealth Management 3.73%
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