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Disclosery

IDMO INVESCO EXCH TRADED FD TR II

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SHS (fund)

140 managers (140 13F filers) reported a position in IDMO shares at 2025-06-30, 12,773,489 shares in all. 61 filers opened a position and 6 filers sold out during the quarter.

Managers
140
13F filers
140
New
61
Added
58
Reduced
11
Sold out
6
Shares held by filers
12,773,489

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC2,082,693$107M0.04%+1,148,34813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…683,555$35M0.03%+440,46813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC549,800$28.2M0.05%+536,06413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…542,290$27.8M0.62%+12,75913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.476,065$24.4M0.2%+111,01913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC370,591$19M0.05%+210,52613F-HRTimeline
McIlrath & Eck, LLC356,399$18.3M2.08%+86,04513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC339,277$17.4M0.01%+192,94413F-HRTimelineGroup
CWM, LLCin group CWM, LLC337,472$17.3M0.06%+46,53813F-HRTimelineGroup
Drake & Associates, LLC336,654$17.3M4.23%new13F-HRTimeline
Cetera Investment Advisers330,060$16.9M0.03%+222,91313F-HRTimeline
Cambridge Investment Research Advisors,…321,409$16.5M0.05%+295,19113F-HRTimeline
Clark Wealth Partners300,545$15.4M10.39%+1,96913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…260,149$13.2M0.02%+97,71313F-HRTimeline
Three Cord True Wealth Management, LLC243,526$12.5M9.32%new13F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC224,078$11.5M<0.01%+88,97113F-HRTimelineGroup
Modern Wealth Management, LLC198,724$10.2M0.25%new13F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…185,000$9.48M0.03%+25,00013F-HRTimelineGroup
Systelligence, LLC161,772$8.29M1.53%-6,49113F-HRTimeline
StoneCrest Wealth Management, Inc.160,476$8.22M3.92%new13F-HRTimeline
Cyr Financial Inc.158,632$8.13M6.28%+21,87013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC154,681$7.93M0.01%+125,28613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED145,966$7.48M0.62%+145,63213F-HRTimeline
Amplius Wealth Advisors, LLC145,347$7.45M0.69%+9,58913F-HRTimeline
Tidemark, LLC137,267$7.03M2.27%-16,29613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.125,842$6.45M0.01%+60,70613F-HR/ATimelineGroup
TITLEIST ASSET MANAGEMENT, LLC125,711$6.44M0.64%+1,31313F-HRTimeline
Legend Financial Advisors, Inc.117,485$6.02M4%+11,94213F-HRTimeline
CENTAURUS FINANCIAL, INC.114,829$5.88M0.34%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.110,958$5.69M0.14%+82,81613F-HRTimeline
ORG Partners LLC111,146$5.68M1.21%+53,10213F-HRTimeline
Arizona PSPRS Trust103,868$5.32M0.18%+10,20013F-HRTimeline
Dogwood Wealth Management LLC99,891$5.08M2.48%new13F-HRTimeline
Trademark Financial Management, LLC97,301$4.99M3.05%+51,93113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management97,132$4.98M0.75%+24,48013F-HRTimelineGroup
Western Wealth Management, LLC96,273$4.93M0.29%+89,09813F-HRTimeline
Able Wealth Management LLC96,152$4.93M2.48%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management89,688$4.6M0.06%+15,26713F-HRTimelineGroup
Private Advisor Group, LLC85,407$4.38M0.02%+43,78113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC81,291$4.17M0.32%new13F-HRTimeline
SMITH, MOORE & CO.80,077$4.1M0.34%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.78,309$4.01M<0.01%new13F-HRTimelineGroup
Atria Investments, Inc74,283$3.81M0.04%new13F-HRTimeline
Horizon Investment Services, LLC74,211$3.8M1.67%+6,46913F-HRTimeline
Professional Financial Advisors, LLC68,136$3.49M0.81%+1,36513F-HRTimeline
Clear Creek Financial Management, LLC63,998$3.28M0.31%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/62,797$3.22M<0.01%-51,52313F-HRTimelineGroup
USAdvisors Wealth Management, LLC62,023$3.17M1.18%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP59,287$3.04M<0.01%+28,15913F-HRTimelineGroup
Sigma Planning Corp58,202$2.98M0.09%+10,92213F-HRTimeline
FLOW TRADERS U.S. LLC55,788$2.86M0.11%+34,96113F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC55,602$2.85M0.83%+6,36113F-HRTimeline
WJ Wealth Management, LLC50,588$2.59M0.82%new13F-HRTimeline
Gladstone Institutional Advisory LLC48,760$2.5M0.1%new13F-HRTimeline
D'Orazio & Associates, Inc.48,637$2.49M0.35%new13F-HRTimeline
Wise Wealth Partners44,507$2.28M3.81%new13F-HRTimeline
Janney Montgomery Scott LLC42,970$2.2M0.01%+18,76213F-HRTimeline
RDA Financial Network42,682$2.19M0.59%new13F-HRTimeline
WealthCare Investment Partners, LLC42,352$2.15M0.77%new13F-HRTimeline
Embree Financial Group38,783$1.99M0.3%+22,00913F-HRTimeline
Faithward Advisors, LLC36,895$1.89M0.29%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,421$1.76M<0.01%+19,36813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,141$1.65M<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…31,734$1.63M<0.01%new13F-HR/ATimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC31,570$1.62M0.11%+22,58713F-HRTimeline
Lunt Capital Management, Inc.30,408$1.56M0.6%-2,07513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…29,558$1.51M0.08%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,147$1.49M<0.01%new13F-HR/ATimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV29,033$1.49M0.99%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.28,148$1.44M0.18%013F-HRTimeline
NewEdge Advisors, LLC27,692$1.42M0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…23,124$1.18M0.01%+10,95413F-HRTimeline
Performance Wealth Partners, LLC23,055$1.18M0.04%new13F-HRTimeline
Integrated Wealth Concepts LLC22,087$1.13M0.01%+4,19713F-HRTimeline
Tower Wealth Partners, Inc.21,174$1.08M0.64%new13F-HRTimeline
Betterment LLC19,358$992K<0.01%+8,17513F-HRTimeline
Southland Equity Partners LLC18,131$929K0.2%+78813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,029$873K0.02%-21113F-HRTimelineGroup
&PARTNERS15,456$839K0.01%new13F-HRTimeline
Dana Investment Advisors, Inc.15,200$779K0.03%+7,38513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,945$766K0.02%new13F-HRTimelineGroup
KRAEMATON INVESTMENT ADVISORS, INC14,201$728K0.69%new13F-HRTimeline
CGC Financial Services, LLC14,026$719K0.24%-1,58113F-HRTimeline
Valued Retirements, Inc.13,875$711K0.8%+9,11013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,673$701K<0.01%+1,72313F-HRTimeline
RFG Advisory, LLC13,557$695K0.02%new13F-HRTimeline
Daner Wealth Management, LLC13,119$691K0.48%13F-HRTimeline
WESPAC Advisors, LLC13,271$680K0.48%new13F-HRTimeline
AMERIFLEX GROUP, INC.12,833$651K0.34%+96313F-HRTimeline
Meriwether Wealth & Planning, LLC11,345$581K0.36%new13F-HRTimeline
Brand Asset Management Group, Inc.10,988$563K0.21%new13F-HRTimeline
Kingsview Wealth Management, LLC10,910$559K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,059$515K0.01%new13F-HRTimelineGroup
Per Stirling Capital Management, LLC.10,054$515K0.07%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC9,762$500K0.2%+2,53613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,660$495K0.01%+48813F-HRTimelineGroup
Riverstone Advisors, LLC9,447$484K0.26%new13F-HRTimeline
Advisory Services Network, LLC9,111$464K0.01%new13F-HRTimeline
World Investment Advisors8,580$440K0.01%-92113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,928$406K<0.01%+1,90413F-HRTimelineGroup
TruWealth Advisors, LLC7,657$392K0.02%new13F-HRTimeline
Perigon Wealth Management, LLC7,650$392K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.7,133$366K0.02%new13F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …6,835$350K0.2%new13F-HRTimeline
Golden State Wealth Management, LLC6,821$350K0.04%+2,63613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,757$295K<0.01%new13F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.5,735$294K0.01%-13013F-HRTimeline
Main Street Financial Solutions, LLC5,660$290K0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,323$273K<0.01%new13F-HRTimelineGroup
Operose Advisors LLC5,306$272K0.08%-113F-HRTimeline
Continuum Advisory, LLC5,286$271K0.03%new13F-HRTimeline
Creative Planningin group Creative Planning5,254$269K<0.01%new13F-HRTimelineGroup
Baron Wealth Management LLC5,068$260K0.09%+4313F-HRTimeline
Solano Wealth Investment Advisors LLC4,821$247K0.13%new13F-HRTimeline
Global Retirement Partners, LLC4,523$232K0.01%13F-HRTimeline
CW Advisors, LLC4,405$226K<0.01%new13F-HRTimeline
FinDec Wealth Services, Inc.4,366$224K0.23%-3,76413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.4,362$224K0.3%new13F-HRTimeline
Farther Finance Advisors, LLC2,472$127K<0.01%+2,47213F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,000$102K<0.01%+1,02013F-HRTimelineGroup
Geneos Wealth Management Inc.1,881$96.4K<0.01%013F-HRTimeline
MAI Capital Management1,844$94.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,682$86.2K<0.01%+1,22913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,480$75.8K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,385$71K<0.01%+1,38413F-HRTimelineGroup
PRIVATE TRUST CO NA1,107$56.7K0.01%+55313F-HRTimeline
GPS Wealth Strategies Group, LLC758$38.8K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…705$35.8K0.01%013F-HRTimelineGroup
Arax Advisory Partners605$31K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV492$25.2K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC363$18.6K<0.01%-1,51713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC163$8K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO150$7.69K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC131$6.71K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/90$4.58K<0.01%013F-HRTimelineGroup
Kilter Group LLC78$3.98K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG19$974<0.01%new13F-HRTimelineGroup
NFSG Corp19$974<0.01%013F-HRTimeline
AE Wealth Management LLC4$205<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.