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Disclosery

IDMO INVESCO EXCH TRADED FD TR II

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SHS (fund)

84 managers (84 13F filers) reported a position in IDMO shares at 2025-03-31, 5,957,791 shares in all. 27 filers opened a position and 14 filers sold out during the quarter.

Managers
84
13F filers
84
New
27
Added
29
Reduced
18
Sold out
14
Shares held by filers
5,957,791

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC934,345$41.3M0.02%+365,13613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…529,531$23.4M0.5%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.365,046$16.1M0.15%new13F-HRTimelineGroup
Clark Wealth Partners298,576$13.2M9.78%-20,71413F-HRTimeline
CWM, LLCin group CWM, LLC290,934$12.8M0.05%new13F-HRTimelineGroup
McIlrath & Eck, LLC270,354$11.9M1.47%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…243,087$10.7M0.01%+238,31013F-HRTimelineGroup
Systelligence, LLC168,263$7.43M1.78%-50,64513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…162,436$7.17M0.01%-32,56713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…160,000$7.11M0.03%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC160,065$7.07M0.02%-15,98113F-HRTimeline
Tidemark, LLC153,563$6.78M2.49%-92,01613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC146,333$6.46M<0.01%+13,98713F-HRTimelineGroup
Cyr Financial Inc.136,762$6.04M5.4%+6,47313F-HR/ATimeline
Amplius Wealth Advisors, LLC135,758$6M0.62%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC135,107$5.97M<0.01%+8,63513F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC124,398$5.49M0.64%+44013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/114,320$5.05M<0.01%+102,77813F-HRTimelineGroup
Cetera Investment Advisers107,147$4.73M0.01%new13F-HRTimeline
Legend Financial Advisors, Inc.105,543$4.66M3.42%new13F-HRTimeline
Arizona PSPRS Trust93,668$4.14M0.14%new13F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management74,421$3.29M0.05%+39,85713F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management72,652$3.21M0.51%13F-HRTimelineGroup
Horizon Investment Services, LLC67,742$2.99M1.45%+40,69413F-HRTimeline
Professional Financial Advisors, LLC66,771$2.95M0.75%+3,86913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,136$2.88M0.01%+49,86813F-HRTimelineGroup
ORG Partners LLC58,044$2.49M0.61%+32,92613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC49,241$2.17M0.68%new13F-HRTimeline
Sigma Planning Corp47,280$2.09M0.07%+8,34713F-HRTimeline
Trademark Financial Management, LLC45,370$2M1.53%+34,84013F-HRTimeline
Private Advisor Group, LLC41,626$1.84M0.01%+4,19713F-HRTimeline
Lunt Capital Management, Inc.32,483$1.43M0.52%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,128$1.37M<0.01%+3,49513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC29,395$1.3M<0.01%+7,97813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.28,148$1.24M0.16%-2,79913F-HRTimeline
HARBOUR INVESTMENTS, INC.28,142$1.24M0.04%+7,85213F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC26,523$1.17M0.67%new13F-HRTimeline
Cambridge Investment Research Advisors,…26,218$1.16M<0.01%+13,38013F-HRTimeline
Janney Montgomery Scott LLC24,208$1.07M<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC20,827$920K0.04%new13F-HRTimeline
Integrated Wealth Concepts LLC17,890$790K0.01%-1,31913F-HRTimeline
Southland Equity Partners LLC17,343$766K0.18%+93913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,240$761K0.02%+413F-HRTimelineGroup
Embree Financial Group16,774$741K0.12%new13F-HRTimeline
CGC Financial Services, LLC15,607$689K0.27%-58113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,053$665K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,736$607K<0.01%-119,95013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…12,170$537K<0.01%+10,97013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,950$528K<0.01%+5,54513F-HRTimeline
AMERIFLEX GROUP, INC.11,870$524K0.21%-7,86013F-HRTimeline
Betterment LLC11,183$494K<0.01%-4,76013F-HRTimeline
Redhawk Wealth Advisors, Inc.10,279$454K0.06%+70213F-HRTimeline
World Investment Advisors9,501$420K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding9,172$405K-4,132Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,983$396K0.02%new13F-HRTimeline
GTS SECURITIES LLC8,456$373K0.02%-17,89513F-HRTimeline
FinDec Wealth Services, Inc.8,130$359K0.35%-47,11113F-HRTimeline
Dana Investment Advisors, Inc.7,815$345K0.01%+1,48813F-HRTimeline
Key Client Fiduciary Advisors, LLC7,226$319K0.15%-48513F-HRTimeline
Western Wealth Management, LLC7,175$317K0.02%+813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,024$266K<0.01%+34113F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.5,865$259K0.01%-29013F-HRTimeline
Main Street Financial Solutions, LLC5,660$250K0.02%013F-HRTimeline
Operose Advisors LLC5,307$234K0.08%013F-HRTimeline
Baron Wealth Management LLC5,025$222K0.1%new13F-HRTimeline
Valued Retirements, Inc.4,765$210K0.28%new13F-HRTimeline
Golden State Wealth Management, LLC4,185$185K0.03%new13F-HR/ATimeline
Collier Financial3,638$161K0.14%013F-HRTimeline
Geneos Wealth Management Inc.1,881$83.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,880$83K<0.01%new13F-HRTimelineGroup
MAI Capital Management1,844$81.4K<0.01%+613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…980$43K<0.01%013F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…705$31.4K0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA554$24.5K<0.01%-1,53313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC453$20K<0.01%013F-HRTimeline
NorthRock Partners, LLC380$16.8K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED334$14.8K<0.01%new13F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/90$3.97K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc56$2.47K<0.01%new13F-HRTimeline
NFSG Corp19$839<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$45<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$27<0.01%-30313F-HRTimelineGroup
Farther Finance Advisors, LLC0$9<0.01%-413F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.