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Disclosery

IDMO INVESCO EXCH TRADED FD TR II

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SHS (fund)

270 managers (272 13F filers) reported a position in IDMO shares at 2026-03-31, 40,386,491 shares in all. 53 filers opened a position and 16 filers sold out during the quarter.

Managers
270
13F filers
272
New
53
Added
161
Reduced
35
Sold out
16
Shares held by filers
40,386,491

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,995$329K<0.01%13F-HRTimelineGroup
Sankala Group LLC6,135$328K0.27%+80113F-HRTimeline
PRIVATE TRUST CO NA5,890$323K0.03%+3,32213F-HRTimeline
JHP Wealth Management, LLC5,851$321K0.31%+79213F-HRTimeline
Main Street Financial Solutions, LLC5,660$310K0.02%013F-HRTimeline
Maridea Wealth Management LLC5,588$306K0.04%+1,85713F-HRTimeline
Independent Wealth Network Inc.5,363$294K0.09%new13F-HRTimeline
MONECO ADVISORS, LLC5,290$290K0.02%new13F-HRTimeline
Total Clarity Wealth Management, Inc.5,235$287K0.07%-55013F-HRTimeline
IHT Wealth Management, LLC5,041$276K0.01%+1,20013F-HRTimeline
BNB Wealth Management, LLC4,985$273K0.18%new13F-HRTimeline
UPTICK PARTNERS, LLC4,983$273K0.05%+113F-HRTimeline
Integrated Advisors Network LLC4,875$267K0.01%new13F-HRTimeline
Stronghold Wealth Management L.L.C.4,850$266K0.4%+1,19313F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.4,754$261K0.47%+26613F-HRTimeline
Orion Porfolio Solutions, LLC4,740$260K<0.01%-5,00713F-HRTimeline
Fortune Financial Group, Inc.4,650$255K0.23%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,424$243K0.25%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,226$232K<0.01%+37813F-HRTimelineGroup
Brooklyn Investment Group4,053$222K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.3,774$213K<0.01%new13F-HRTimeline
John W. Brooker & Co., CPAs3,840$211K0.33%013F-HRTimeline
Collier Financial3,638$200K0.15%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,522$193K<0.01%+36213F-HRTimelineGroup
IFP Advisors, Inc3,338$183K<0.01%-5613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,038$167K<0.01%+2,11113F-HRTimelineGroup
Golden State Wealth Management, LLC3,008$165K0.02%-1,40713F-HRTimeline
AE Wealth Management LLC2,622$144K<0.01%+2,08313F-HRTimeline
FMR LLCin group FMR LLC2,330$128K<0.01%+1,54713F-HRTimelineGroup
Abound Wealth Management2,092$115K0.03%new13F-HRTimeline
Lodestone Wealth Management LLC2,054$113K0.04%013F-HR/ATimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,000$110K<0.01%013F-HRTimelineGroup
Scarborough Advisors, LLC1,864$102K0.01%+913F-HRTimeline
MAI Capital Management1,858$102K<0.01%-87013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,577$86.5K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC1,576$86.4K<0.01%+1,35813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,506$82.6K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,480$81.2K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,377$75.5K<0.01%-15913F-HRTimeline
Waverly Advisors, LLC1,293$70.9K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.1,280$70.2K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,225$68.8K<0.01%new13F-HRTimeline
Community Financial Services Group, LLC1,200$67.7K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,156$63.4K<0.01%+213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,010$55K<0.01%+48013F-HRTimelineGroup
GGM Financial LLC911$50K0.02%new13F-HRTimeline
Destiny Wealth Partners, LLC911$50K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.749$41.1K0.03%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.625$37.7K0.02%+31013F-HRTimeline
Arax Advisory Partners682$37.4K<0.01%+7713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\603$33.1K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC348$19.1K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC259$15.3K0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.263$14.4K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co253$13.9K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.160$8.78K<0.01%+113F-HRTimeline
FIRST COMMUNITY TRUST NA150$8.23K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC149$8.19K<0.01%13F-HRTimelineGroup
Larson Financial Group LLC91$4.96K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/90$4.94K<0.01%013F-HRTimelineGroup
Kilter Group LLC76$4.18K<0.01%013F-HRTimeline
Atomic Invest LLC67$3.55K<0.01%new13F-HRTimeline
Crews Bank & Trust52$2.85K<0.01%013F-HRTimeline
Trust Co42$2.31K<0.01%-51213F-HRTimeline
Hilton Head Capital Partners, LLC35$1.92K<0.01%013F-HRTimeline
Root Financial Partners, LLC30$1.65K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC24$1.32K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20$1.1K<0.01%new13F-HRTimelineGroup
NFSG Corp19$1.04K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7$384<0.01%013F-HRTimelineGroup