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Disclosery

SPMO INVESCO EXCH TRADED FD TR II

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SHS (fund)

389 managers (392 13F filers) reported a position in SPMO shares at 2025-03-31, 36,780,752 shares in all. 82 filers opened a position and 40 filers sold out during the quarter.

Managers
389
13F filers
392
New
82
Added
200
Reduced
84
Sold out
40
Shares held by filers
36,780,752

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
LEAVELL INVESTMENT MANAGEMENT, INC.12,244$1.13M0.06%+2,94313F-HRTimeline
Perennial Investment Advisors, LLC12,139$1.12M0.13%-4,01313F-HRTimeline
Rollins Financial Advisors, LLC11,823$1.09M0.19%new13F-HR/ATimeline
Patriot Financial Group Insurance Agenc…11,696$1.08M0.15%+73313F-HRTimeline
Compound Planning, Inc.11,626$1.08M0.05%+6,31013F-HRTimeline
THEORY FINANCIAL LLC11,349$1.05M0.44%+20713F-HRTimeline
Weaver Consulting Group11,119$1.03M0.31%-2613F-HRTimeline
KICKSTAND VENTURES, LLC.10,851$1M0.26%-1,34713F-HRTimeline
Alpha Zero LLC10,757$995K0.76%-513F-HRTimeline
Cornerstone Wealth Management, LLC10,583$979K0.07%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,122$937K<0.01%+3,63613F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…9,850$925K0.01%+3,35013F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC9,899$916K0.69%+37913F-HRTimeline
Cyr Financial Inc.9,738$901K0.81%-55013F-HR/ATimeline
Sovran Advisors, LLC10,160$897K0.12%+1,53813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,582$887K0.12%new13F-HRTimeline
BFI Infinity Ltd.9,526$881K0.95%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC9,440$873K0.42%-19813F-HRTimeline
TBH Global Asset Management, LLC7,083$868K0.17%-10,43113F-HRTimeline
My Legacy Advisors, LLC9,268$858K0.33%+39813F-HRTimeline
MGO ONE SEVEN LLC9,128$845K0.03%+1,61513F-HRTimeline
First Heartland Consultants, Inc.8,796$814K0.08%+1,06813F-HRTimeline
WORLD EQUITY GROUP, INC.8,542$790K0.23%-5,00413F-HRTimeline
RWA WEALTH PARTNERS, LLC8,436$781K0.01%new13F-HRTimeline
Good Life Advisors, LLC8,419$779K0.05%+5,38913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC8,361$774K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC8,289$772K0.35%+2,49113F-HRTimeline
Cooper Financial Group8,319$770K0.1%+1,75613F-HRTimeline
COZAD ASSET MANAGEMENT INC8,249$763K0.08%+1,57013F-HRTimeline
Strategic Blueprint, LLC8,122$751K0.04%+7913F-HRTimeline
TOWNSQUARE CAPITAL LLC8,116$751K0.01%+5,53413F-HRTimeline
World Investment Advisors8,099$749K0.02%+3,45713F-HRTimeline
TCP Asset Management, LLC7,986$739K0.17%-3813F-HRTimeline
Claris Financial LLC7,733$735K0.48%013F-HRTimeline
Advisory Services Network, LLC7,917$733K0.01%-1,35313F-HRTimeline
WEALTHGARDEN F.S. LLC7,914$732K0.7%-31613F-HRTimeline
WealthPLAN Partners, LLC7,624$705K0.1%+21113F-HRTimeline
GeoWealth Management, LLC7,447$689K0.03%-9,50613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …7,249$671K0.04%+1,02413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,024$650K0.02%+1,01113F-HRTimeline
Wedmont Private Capital7,143$642K0.03%+75213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,846$638K0.05%-23,65313F-HRTimeline
Per Stirling Capital Management, LLC.6,751$625K0.09%-3313F-HRTimeline
Csenge Advisory Group6,843$604K0.03%+73313F-HRTimeline
Farther Finance Advisors, LLC6,468$603K0.02%+5,99513F-HRTimeline
CAP Partners, LLC6,476$599K0.43%+67413F-HRTimeline
RAM Investment Partners, LLC6,147$569K0.14%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,087$563K0.02%+3,23813F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC5,906$546K0.37%-7913F-HRTimeline
Alta Wealth Advisors LLC5,772$534K0.25%+40213F-HRTimeline
Clearview Wealth Advisors LLC5,771$534K0.4%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,714$529K0.02%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED5,486$506K0.05%new13F-HR/ATimeline
Smart Money Group LLC5,317$492K0.17%-250,28613F-HR/ATimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5,310$491K0.06%-6,81713F-HRTimelineGroup
Visionary Wealth Advisors5,193$481K0.03%+11513F-HRTimeline
PRIVATE TRUST CO NA5,098$472K0.05%+2,25613F-HRTimeline
OMNI 360 Wealth, Inc.5,086$471K0.32%+1,11413F-HR/ATimeline
Emergent Wealth Advisors, LLC5,084$470K0.34%new13F-HRTimeline
Insight Advisors, LLC/ PA5,005$463K0.08%-1,49513F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,983$461K0.22%+11113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,929$456K0.01%+1,85413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,928$456K0.02%-23713F-HRTimelineGroup
Mascagni Wealth Management, Inc.4,863$450K0.45%013F-HR/ATimeline
FMR LLCin group FMR LLC4,791$443K<0.01%+2,25613F-HRTimelineGroup
Merkkuri Wealth Advisors LLC4,583$424K0.36%+40613F-HRTimeline
Beacon Financial Advisory LLC4,549$421K0.13%-3,75213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,499$416K<0.01%new13F-HRTimelineGroup
Harvest Investment Services, LLC4,420$409K0.11%-18913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,319$400K0.01%new13F-HRTimelineGroup
WealthTrak Capital Management LLC4,313$399K0.34%+9913F-HRTimeline
Semmax Financial Advisors Inc.3,998$394K0.11%+26813F-HRTimeline
Barnes Wealth Management Group, Inc4,240$392K0.25%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,178$387K0.03%new13F-HRTimeline
CW Advisors, LLC4,177$386K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,934$371K0.01%+99413F-HRTimelineGroup
RDA Financial Network3,978$368K0.11%-22813F-HRTimeline
FULLCIRCLE WEALTH LLC3,900$367K0.15%-30413F-HRTimeline
NWAM LLC3,951$366K0.03%+13713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,910$362K-5,196Timeline
SMITH SHELLNUT WILSON LLC /ADV3,886$360K0.16%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,793$351K<0.01%-3,70613F-HRTimelineGroup
Virtue Capital Management, LLC3,691$341K0.04%+1,12713F-HRTimeline
Foundations Investment Advisors, LLC3,660$339K0.01%new13F-HRTimeline
Sequent Planning LLC3,627$336K0.12%-23313F-HRTimeline
SteelPeak Wealth, LLC3,501$324K0.01%new13F-HRTimeline
Lion Street Advisors, LLC3,486$323K0.1%+1,01413F-HRTimeline
GWN SECURITIES INC.3,451$319K0.02%-49,52613F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,449$319K0.01%-15,52713F-HRTimeline
Catalina Capital Group, LLC3,400$315K0.21%-113F-HRTimeline
RFG Advisory, LLC3,353$310K0.01%-3,43013F-HRTimeline
TD Capital Management LLC3,329$308K0.03%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,325$308K<0.01%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,273$303K0.25%-2,66313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,151$299K0.02%new13F-HRTimelineGroup
WNY Asset Management, LLC3,208$297K0.04%-30613F-HRTimeline
MSH Capital Advisors LLC3,199$296K0.09%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…3,194$296K0.29%-5813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,154$292K0.02%new13F-HRTimelineGroup
Narwhal Capital Management3,135$290K0.03%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,114$287K0.11%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,099$287K0.17%+49213F-HRTimeline
MKT Advisors LLC3,435$287K0.13%+1,11713F-HRTimeline
United Advisor Group, LLC3,090$286K0.06%new13F-HRTimeline
Integrated Advisors Network LLC3,073$284K0.01%-1,44913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,924$271K0.03%new13F-HR/ATimeline
EVOKE WEALTH, LLC2,923$270K0.01%new13F-HRTimeline
Intelligence Driven Advisers, LLC2,877$266K0.05%013F-HRTimeline
Trinity Wealth Management, LLC2,831$262K0.12%-76213F-HRTimeline
Lifeworks Advisors, LLC2,771$256K0.04%new13F-HRTimeline
Richmond Investment Services, LLC2,732$253K0.14%-9313F-HRTimeline
Brand Asset Management Group, Inc.2,718$252K0.1%-38913F-HRTimeline
MIdWestOne Financial Group, Inc.2,713$251K0.04%013F-HRTimeline
Moors & Cabot, Inc.2,710$251K0.01%new13F-HRTimeline
Trail Ridge Investment Advisors, LLC2,632$244K0.13%new13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC2,600$241K0.02%+513F-HRTimelineGroup
Goldstone Financial Group, LLC2,576$238K0.04%-25913F-HRTimeline
Certified Advisory Corp2,518$233K0.03%+513F-HRTimeline
Latitude Advisors, LLC2,432$225K0.13%new13F-HRTimeline
SMART Wealth LLC2,375$220K0.08%new13F-HRTimeline
Resurgent Financial Advisors LLC2,336$216K0.13%+6113F-HRTimeline
Bell Investment Advisors, Inc2,326$215K0.04%+413F-HRTimeline
Wood Tarver Financial Group, LLC2,320$215K0.07%new13F-HRTimeline
GK Wealth Management LLC2,319$215K0.27%new13F-HR/ATimeline
National Wealth Management Group, LLC2,246$208K0.14%new13F-HRTimeline
Sowell Financial Services LLC2,181$202K0.01%new13F-HRTimeline
Fulcrum Equity Management2,179$202K0.22%-4413F-HRTimeline
Herold Advisors, Inc.2,170$201K0.04%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,082$193K<0.01%+1,02413F-HRTimelineGroup
Darwin Wealth Management, LLC1,741$165K0.06%013F-HRTimeline
LGT Financial Advisors LLC1,718$159K0.49%-1913F-HRTimeline
Stone House Investment Management, LLC1,642$152K0.03%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,483$137K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,444$134K<0.01%+1,00213F-HRTimelineGroup
Financial Freedom, LLC1,433$133K0.08%new13F-HRTimeline
AdvisorNet Financial, Inc1,304$121K0.01%+213F-HRTimeline
Realta Investment Advisors1,240$115K0.05%+1,04013F-HRTimeline
Sarver Vrooman Wealth Advisors1,216$113K0.07%13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,192$110K0.01%new13F-HRTimeline
Park Square Financial Group, LLC1,135$105K0.08%+38113F-HRTimeline
Smartleaf Asset Management LLC1,123$104K0.01%new13F-HRTimeline
AlphaCore Capital LLC1,005$93K0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.963$89.1K0.07%+32913F-HRTimeline
Glass Jacobson Investment Advisors llc842$80K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC826$76.4K<0.01%+57313F-HRTimeline
NorthRock Partners, LLC791$73.2K<0.01%new13F-HRTimeline
Compass Financial Services Inc766$70.9K0.04%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC650$60.1K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC641$59.3K<0.01%-32613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…640$59.2K0.04%-16313F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC600$55.5K0.02%new13F-HRTimeline
Sound Income Strategies, LLC529$48.9K<0.01%+50213F-HRTimeline
Continuum Advisory, LLC528$48.9K0.01%+15413F-HRTimeline
IFP Advisors, Inc480$44.4K<0.01%-1,73613F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…430$40.1K0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC307$28.4K<0.01%+10413F-HRTimeline
Fourth Dimension Wealth, LLC300$27.8K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.273$25.4K<0.01%+20013F-HRTimeline
Smithfield Trust Co226$22K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC225$20.4K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.222$20K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT201$18.6K<0.01%013F-HRTimeline
Bogart Wealth, LLC200$18.5K<0.01%new13F-HRTimeline
Archer Investment Corp182$16.8K<0.01%013F-HRTimeline
Westend Capital Management, LLC146$13.5K0.01%013F-HRTimeline
PSI Advisors, LLC144$13.3K<0.01%-14413F-HRTimeline
Copia Wealth Management139$12.9K0.01%-2213F-HRTimeline
GHP Investment Advisors, Inc.133$12.3K<0.01%013F-HRTimeline
Park Place Capital Corp124$11.5K<0.01%new13F-HRTimeline
Costello Asset Management, INC117$10.8K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department93$8.61K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC90$8.46K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC97$8K<0.01%new13F-HRTimeline
Headlands Technologies LLC86$7.96K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC80$7.4K<0.01%013F-HRTimeline
Belvedere Trading LLC69$6.38K<0.01%-10613F-HRTimeline
Robinswood Financial LLC65$6.02K<0.01%-413F-HRTimeline
Cape Investment Advisory, Inc.56$5.18K<0.01%+1413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…55$5.09K<0.01%-17113F-HRTimelineGroup
Capital Investment Advisory Services, L…53$4.9K<0.01%-10013F-HRTimeline
Golden State Wealth Management, LLC50$4.63K<0.01%013F-HR/ATimeline
Beacon Capital Management, LLC41$3.8K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…29$2.68K<0.01%-313F-HRTimelineGroup
Truvestments Capital LLC27$2.5K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.6$555<0.01%new13F-HRTimelineGroup
Capital A Wealth Management, LLC6$555<0.01%-1413F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC93$3630.33%13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC3$278<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-29,97113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.