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Disclosery

SPMO INVESCO EXCH TRADED FD TR II

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SHS (fund)

350 managers (352 13F filers) reported a position in SPMO shares at 2024-12-31, 24,762,918 shares in all. 118 filers opened a position and 19 filers sold out during the quarter.

Managers
350
13F filers
352
New
118
Added
126
Reduced
57
Sold out
19
Shares held by filers
24,762,918

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Beacon Financial Advisory LLC8,301$789K0.26%+4,10313F-HRTimeline
WEALTHGARDEN F.S. LLC8,230$782K0.73%new13F-HRTimeline
ADG Wealth Management Group, LLC8,180$777K0.69%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,153$775K0.02%new13F-HRTimelineGroup
Strategic Blueprint, LLC8,043$764K0.05%new13F-HRTimeline
TCP Asset Management, LLC8,024$762K0.17%013F-HRTimeline
Claris Financial LLC7,733$735K0.48%13F-HRTimeline
First Heartland Consultants, Inc.7,728$734K0.08%-19513F-HRTimeline
MGO ONE SEVEN LLC7,513$714K0.03%+3,23013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,499$712K<0.01%+1,79313F-HRTimelineGroup
Financial Partners Group, Inc7,430$706K0.1%+1,44213F-HRTimeline
WealthPLAN Partners, LLC7,413$704K0.1%new13F-HRTimeline
Per Stirling Capital Management, LLC.6,784$645K0.09%new13F-HRTimeline
RFG Advisory, LLC6,783$644K0.02%new13F-HRTimeline
Trek Financial, LLC6,751$641K0.05%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC6,679$635K0.06%new13F-HRTimeline
Cooper Financial Group6,563$624K0.08%+4,16913F-HRTimeline
Insight Advisors, LLC/ PA6,500$621K0.11%-95413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…6,500$618K0.01%+5,80013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC6,486$616K<0.01%new13F-HRTimelineGroup
Park Edge Advisors, LLC6,459$614K0.18%-16,70513F-HRTimeline
Wedmont Private Capital6,391$611K0.03%+3,85613F-HRTimeline
Anchor Pointe Wealth Management, LLC6,256$598K0.78%13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,225$591K0.05%new13F-HRTimelineGroup
Merit Financial Group, LLC6,200$589K0.01%new13F-HRTimeline
RAM Investment Partners, LLC6,147$584K0.14%013F-HRTimeline
Csenge Advisory Group6,110$581K0.03%-1,56613F-HRTimeline
J.W. COLE ADVISORS, INC.6,013$571K0.02%-41713F-HRTimeline
SUTTON PLACE INVESTORS LLC5,985$569K0.33%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC5,936$564K0.38%new13F-HRTimeline
CAP Partners, LLC5,802$551K0.39%new13F-HRTimeline
Medallion Wealth Advisors, LLC5,798$551K0.27%13F-HRTimeline
Meridian Wealth Management, LLC5,683$540K0.03%new13F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC5,601$532K0.02%013F-HRTimeline
Alta Wealth Advisors LLC5,370$510K0.22%new13F-HRTimeline
Compound Planning, Inc.5,316$505K0.03%-2,36513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,165$491K0.02%-17713F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC5,110$486K0.01%new13F-HRTimeline
Visionary Wealth Advisors5,078$482K0.03%+1,76313F-HRTimeline
Ocean Park Asset Management, LLC4,968$472K0.02%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,872$462K0.18%13F-HRTimeline
Mascagni Wealth Management, Inc.4,863$450K0.45%13F-HR/ATimeline
World Investment Advisors4,642$441K0.01%-51113F-HRTimeline
Harvest Investment Services, LLC4,609$438K0.11%-13913F-HRTimeline
FULLCIRCLE WEALTH LLC4,204$434K0.18%new13F-HRTimeline
Integrated Advisors Network LLC4,522$430K0.02%new13F-HRTimeline
Capital Wealth Alliance, LLC4,376$416K0.24%new13F-HRTimeline
WealthTrak Capital Management LLC4,214$400K0.34%13F-HRTimeline
RDA Financial Network4,206$400K0.12%new13F-HRTimeline
Merkkuri Wealth Advisors LLC4,177$397K0.31%new13F-HRTimeline
Sigma Planning Corp4,114$391K0.01%-58813F-HRTimeline
Semmax Financial Advisors Inc.3,730$385K0.1%new13F-HRTimeline
OMNI 360 Wealth, Inc.3,972$377K0.25%new13F-HR/ATimeline
Belpointe Asset Management LLC4,167$372K0.02%new13F-HRTimeline
Sequent Planning LLC3,860$367K0.13%-3,73313F-HRTimeline
NWAM LLC3,814$362K0.02%new13F-HRTimeline
Trinity Wealth Management, LLC3,593$341K0.15%+28013F-HRTimeline
WNY Asset Management, LLC3,514$334K0.04%+28013F-HRTimeline
Creative Planningin group Creative Planning3,430$326K<0.01%new13F-HRTimelineGroup
Catalina Capital Group, LLC3,401$323K0.11%new13F-HRTimeline
Bison Wealth, LLC3,372$320K0.04%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,325$316K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…3,252$309K0.26%13F-HRTimeline
RHS Financial, LLC3,158$300K0.16%new13F-HRTimeline
Narwhal Capital Management3,135$298K0.03%new13F-HRTimeline
Brand Asset Management Group, Inc.3,107$295K0.12%+79513F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC3,100$295K0.22%-10013F-HRTimeline
M1 Capital Management LLC3,093$294K0.16%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,075$292K<0.01%-1,90913F-HRTimelineGroup
Good Life Advisors, LLC3,030$288K0.02%-2,22413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,940$279K0.01%new13F-HRTimelineGroup
Intelligence Driven Advisers, LLC2,877$273K0.05%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,849$271K0.01%-65713F-HRTimelineGroup
PRIVATE TRUST CO NA2,842$270K0.03%+1,24213F-HRTimeline
Goldstone Financial Group, LLC2,835$269K0.04%-1,09013F-HRTimeline
Richmond Investment Services, LLC2,825$268K0.15%13F-HRTimeline
MIdWestOne Financial Group, Inc.2,713$258K0.04%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC2,607$249K0.14%-33313F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC2,595$247K0.02%new13F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC2,582$245K<0.01%new13F-HRTimeline
Virtue Capital Management, LLC2,564$244K0.05%-81113F-HRTimeline
FMR LLCin group FMR LLC2,535$241K<0.01%-46013F-HRTimelineGroup
Certified Advisory Corp2,513$239K0.03%+513F-HRTimeline
Lion Street Advisors, LLC2,472$235K0.07%-5013F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.2,446$232K0.17%13F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,438$232K<0.01%new13F-HRTimeline
MKT Advisors LLC2,318$229K0.1%new13F-HRTimeline
Lantern Wealth Advisors, LLC2,396$228K0.15%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,391$227K0.04%-9613F-HRTimeline
Bell Investment Advisors, Inc2,322$221K0.04%+513F-HRTimeline
Resurgent Financial Advisors LLC2,275$216K0.13%new13F-HRTimeline
Fulcrum Equity Management2,223$211K0.21%new13F-HRTimeline
IFP Advisors, Inc2,216$211K0.01%new13F-HRTimeline
Simplicity Wealth,LLC2,170$206K0.04%-18013F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC2,136$203K0.18%13F-HRTimeline
Federation des caisses Desjardins du Qu…2,132$203K<0.01%new13F-HRTimeline
Lavaca Capital LLC1,750$166K0.07%new13F-HRTimeline
Darwin Wealth Management, LLC1,741$165K0.06%013F-HR/ATimeline
LGT Financial Advisors LLC1,737$165K0.37%new13F-HRTimeline
NFSG Corp1,555$148K0.04%new13F-HRTimeline
AdvisorNet Financial, Inc1,302$124K0.01%+60113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,058$101K<0.01%+23213F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC967$91.9K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC803$81.9K0.05%+1613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…803$81.9K0.05%+1613F-HRTimelineGroup
Glass Jacobson Investment Advisors llc842$80K0.03%+72313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Park Square Financial Group, LLC754$71.6K0.05%13F-HRTimeline
COMERICA BANK718$68.2K<0.01%new13F-HR/ATimeline
RICHARDSON FINANCIAL SERVICES INC.634$60.5K0.04%-31213F-HRTimeline
FLP Wealth Management, LLC509$48.4K0.12%13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich453$47.5K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC473$44.9K<0.01%-2013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC442$42K<0.01%new13F-HRTimelineGroup
ORG Partners LLC430$40.9K0.01%013F-HRTimeline
Global Trust Asset Management, LLC430$40.9K0.02%+21013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC419$40K0.01%-8,98113F-HRTimelineGroup
Caitlin John, LLC408$38.8K0.03%+3313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…405$38.5K<0.01%-1,43713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.393$38K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC374$35.5K<0.01%-33113F-HRTimeline
PSI Advisors, LLC288$27.3K0.01%+11013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC253$24K<0.01%013F-HRTimeline
Smithfield Trust Co226$22K<0.01%+813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…226$21.5K<0.01%new13F-HRTimelineGroup
Realta Investment Advisors200$19.4K0.01%new13F-HRTimeline
WealthShield Partners, LLC203$19.3K<0.01%-9213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT201$19.1K<0.01%+5813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC194$18.4K<0.01%new13F-HRTimeline
Archer Investment Corp182$17.3K<0.01%+5813F-HRTimeline
Belvedere Trading LLC175$16.6K<0.01%new13F-HRTimeline
Copia Wealth Management161$15.3K0.01%13F-HRTimeline
Glen Eagle Advisors, LLC158$15K<0.01%-78013F-HRTimeline
Capital Investment Advisory Services, L…153$14.6K<0.01%new13F-HRTimeline
Westend Capital Management, LLC146$13.9K<0.01%-5,12513F-HRTimeline
GHP Investment Advisors, Inc.133$12.6K<0.01%013F-HRTimeline
Parallel Advisors, LLC109$10.4K<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC85$8.08K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC80$7.6K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.73$6.93K<0.01%+2113F-HRTimeline
Robinswood Financial LLC69$6.55K<0.01%new13F-HRTimeline
YANKCOM Partnership68$6.46K<0.01%13F-HRTimeline
POM Investment Strategies, LLC65$6.18K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC50$4.75K<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.42$3.99K<0.01%-1213F-HRTimeline
WEST PACES ADVISORS INC.36$3.42K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…32$3.04K<0.01%-7113F-HRTimelineGroup
Sound Income Strategies, LLC27$2.56K<0.01%013F-HRTimeline
Truvestments Capital LLC27$2.56K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC20$1.9K<0.01%13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP19$1.81K<0.01%new13F-HRTimeline