KRAEMATON INVESTMENT ADVISORS, INC IDMO — INVESCO EXCH TRADED FD TR II

Ownership history in KRAEMATON INVESTMENT ADVISORS, INC  ·  5 quarters on record

AI Ownership Summary

KRAEMATON INVESTMENT ADVISORS, INC reported INVESCO EXCH TRADED FD TR II (IDMO) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 2.81% in 2026 Q2. The latest visible filing shows IDMO at 2.81% 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 KRAEMATON INVESTMENT ADVISORS, INC'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
2026 Q2

IDMO was reported at 2.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.81% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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.

IDMO stock page KRAEMATON INVESTMENT ADVISORS, INC fund profile KRAEMATON INVESTMENT ADVISORS, INC full holdings
How KRAEMATON INVESTMENT ADVISORS, INC held IDMO — position size vs. price
% of Fund (quarterly)    IDMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 62,634 +1,684 +2.8% 2.81% $3.8M 2026-07-24 $59.76
2026 Q1 ADDED — — — 60,950 +5,510 +9.9% 2.72% $3.3M 2026-05-13 $60.47
2025 Q4 ADDED — — — 55,440 +19,482 +54.2% 2.45% $3.1M 2026-01-21 $56.09
2025 Q3 ADDED — — — 35,958 +21,757 +153.2% 1.66% $1.9M 2025-11-07 $52.04
2025 Q2 INITIATED — — — 14,201 — — 0.69% $728K 2025-07-22 $49.32

🏢 Other funds also holding IDMO

As of 2026 Q2 — sorted by position size

Three Cord True Wealth Management, LLC 9.01% SHP Wealth Management 8.48% Clark Wealth Partners 8.14% IFC & Insurance Marketing, Inc. 8.05% Bucket List Wealth Management, LLC 7.52% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 7.1% Rooted Wealth Advisors, Inc. 3Y 6.32% Cyr Financial Inc. 6.28% Drake & Associates, LLC 3Y 6.08% Welch Financial Planning, LLC 5.98%

FAQ About KRAEMATON INVESTMENT ADVISORS, INC and IDMO

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

How long has KRAEMATON INVESTMENT ADVISORS, INC reported owning IDMO?

KRAEMATON INVESTMENT ADVISORS, INC reported IDMO across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported IDMO position in KRAEMATON INVESTMENT ADVISORS, INC's portfolio?

The largest reported portfolio weight for IDMO was 2.81% in 2026 Q2.

What is the latest reported IDMO position on this page?

The most recent filing on this page is 2026 Q2, when KRAEMATON INVESTMENT ADVISORS, INC reported 62,634 shares, equal to 2.81% of portfolio, with an estimated market value of $3.8M.

What does the chart on this IDMO ownership page compare?

The chart compares KRAEMATON INVESTMENT ADVISORS, INC'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.

How well did KRAEMATON INVESTMENT ADVISORS, INC time their IDMO position?

Based on 13F filing dates vs. subsequent IDMO price moves, KRAEMATON INVESTMENT ADVISORS, INC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on IDMO relative to SPY over the holding period was +1449.2%.

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