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Disclosery

SPMO INVESCO EXCH TRADED FD TR II

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SHS (fund)

473 managers (475 13F filers) reported a position in SPMO shares at 2025-06-30, 52,778,287 shares in all. 108 filers opened a position and 33 filers sold out during the quarter.

Managers
473
13F filers
475
New
108
Added
240
Reduced
93
Sold out
33
Shares held by filers
52,778,287

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
TD Waterhouse Canada Inc.20,871$2.31M0.02%+20,59813F-HRTimeline
Sigma Planning Corp20,383$2.29M0.07%+1,37313F-HRTimeline
Southland Equity Partners LLC20,115$2.26M0.5%+2,80613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.19,796$2.23M<0.01%new13F-HRTimelineGroup
Spectrum Planning & Advisory Services I…19,384$2.18M1.41%-2,18813F-HRTimeline
Good Life Advisors, LLC19,064$2.14M0.13%+10,64513F-HRTimeline
Coppell Advisory Solutions LLC18,926$2.12M0.25%new13F-HR/ATimeline
Apeiron RIA LLC18,790$2.11M0.54%+1,25913F-HRTimeline
Orca Investment Management, LLC18,736$2.11M1.9%-2,13213F-HRTimeline
Balboa Wealth Partners18,350$2.06M0.41%new13F-HRTimeline
Freedom Investment Management, Inc.18,175$2.04M0.16%+17013F-HRTimeline
Tradition Wealth Management, LLC18,155$2.04M0.16%+9413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,001$2.02M0.1%+3,80713F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.17,400$1.96M0.09%+5,15613F-HRTimeline
Optivise Advisory Services LLC17,100$1.92M0.98%new13F-HRTimeline
USAdvisors Wealth Management, LLC17,086$1.92M0.71%-209,49813F-HRTimeline
RFG Advisory, LLC17,024$1.91M0.04%+13,67113F-HRTimeline
Avidian Wealth Enterprises, LLC16,975$1.91M0.08%-36413F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth16,965$1.91M0.03%-89213F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.16,824$1.89M0.63%+94113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV16,812$1.89M0.14%+2,45713F-HRTimeline
Dynamic Advisor Solutions LLC16,330$1.84M0.06%+3,47113F-HRTimeline
Gen-Wealth Partners Inc16,297$1.83M0.71%+16913F-HRTimeline
RWA WEALTH PARTNERS, LLC15,754$1.77M0.02%+7,31813F-HRTimeline
Arkadios Wealth Advisors15,682$1.76M0.05%+1,74313F-HRTimeline
Arrowroot Family Office, LLC15,429$1.74M0.78%13F-HRTimeline
BlueChip Wealth Advisors LLC15,391$1.73M0.77%+85413F-HRTimeline
Horizon Investment Services, LLC15,368$1.73M0.76%+1,88513F-HRTimeline
Weaver Consulting Group14,903$1.68M0.46%+3,78413F-HRTimeline
Compound Planning, Inc.14,866$1.67M0.06%+3,24013F-HRTimeline
AMERIFLEX GROUP, INC.14,593$1.62M0.85%+1,18213F-HRTimeline
Strait & Sound Wealth Management LLC14,349$1.61M0.69%+9413F-HRTimeline
PFG Advisors14,305$1.61M0.07%+2,03213F-HRTimeline
FFG RETIREMENT ADVISORS LLC13,916$1.57M0.98%+57013F-HRTimeline
Boyce & Associates Wealth Consulting, I…13,760$1.55M1.41%new13F-HRTimeline
Roger Wittlin Investment Advisory, LLC13,172$1.48M0.83%new13F-HRTimeline
Pachira Investments Inc.12,918$1.45M1.1%new13F-HRTimeline
Belpointe Asset Management LLC12,908$1.45M0.06%-1,35713F-HRTimeline
Cornerstone Wealth Management, LLC12,888$1.45M0.09%+2,30513F-HRTimeline
J.W. COLE ADVISORS, INC.12,858$1.45M0.03%+5,83413F-HRTimeline
KICKSTAND VENTURES, LLC.12,371$1.39M0.33%+1,52013F-HRTimeline
Advisory Services Network, LLC11,964$1.38M0.02%+4,04713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,043$1.35M0.02%+7,11413F-HRTimelineGroup
MGO ONE SEVEN LLC12,016$1.35M0.04%+2,88813F-HRTimeline
THEORY FINANCIAL LLC11,434$1.32M0.5%+8513F-HRTimeline
SteelPeak Wealth, LLC11,706$1.32M0.05%+8,20513F-HRTimeline
Sugar Maple Asset Management, LLC11,495$1.29M1.01%new13F-HRTimeline
Wealth Management Associates, Inc.11,477$1.29M0.5%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC11,416$1.28M0.16%+1,83413F-HRTimeline
Patriot Financial Group Insurance Agenc…11,147$1.25M0.14%-54913F-HRTimeline
Wood Tarver Financial Group, LLC11,080$1.25M0.38%+8,76013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,964$1.23M0.02%new13F-HRTimelineGroup
Lunt Capital Management, Inc.10,653$1.2M0.46%new13F-HRTimeline
Medallion Wealth Advisors, LLC10,759$1.19M0.46%+2,47013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,488$1.18M0.1%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding10,369$1.17M+6,459Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,122$1.14M<0.01%013F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC10,044$1.13M0.76%+14513F-HRTimeline
PETRA FINANCIAL ADVISORS INC10,029$1.13M0.72%+6,75613F-HRTimeline
L.M. KOHN & COMPANY9,967$1.12M0.3%new13F-HRTimeline
New Century Financial Group, LLC9,830$1.11M1.3%new13F-HRTimeline
Perennial Investment Advisors, LLC9,804$1.1M0.11%-2,33513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,775$1.1M0.04%+3,68813F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC9,633$1.08M0.36%+6,51913F-HR/ATimeline
My Legacy Advisors, LLC9,598$1.08M0.38%+33013F-HRTimeline
COZAD ASSET MANAGEMENT INC9,589$1.08M0.09%+1,34013F-HR/ATimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…13,080$1.08M0.01%+3,23013F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC9,556$1.07M0.47%+11613F-HRTimeline
Peachtree Investment Partners, LLC9,505$1.07M0.41%new13F-HRTimeline
FLOW TRADERS U.S. LLC9,486$1.07M0.04%new13F-HRTimeline
Claris Financial LLC9,439$1.06M0.8%+1,70613F-HRTimeline
Wedmont Private Capital9,332$1.05M0.04%+2,18913F-HRTimeline
TD Capital Management LLC9,148$1.03M0.1%+5,81913F-HRTimeline
TBH Global Asset Management, LLC6,995$1.02M0.22%-8813F-HRTimeline
Cyr Financial Inc.8,905$1M0.77%-83313F-HRTimeline
Goldstone Financial Group, LLC8,882$999K0.13%+6,30613F-HRTimeline
HRT FINANCIAL LP8,798$989K<0.01%-6,58713F-HRTimeline
ROMAN BUTLER FULLERTON & CO8,442$971K0.29%new13F-HRTimeline
United Advisor Group, LLC8,461$952K0.16%+5,37113F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV8,138$915K0.4%+4,25213F-HRTimeline
TCP Asset Management, LLC7,986$898K0.18%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC7,928$892K0.41%new13F-HRTimeline
Fiduciary Alliance LLC7,885$887K0.07%new13F-HRTimeline
Csenge Advisory Group8,387$884K0.05%+1,54413F-HRTimeline
Strategic Blueprint, LLC7,821$880K0.04%-30113F-HRTimeline
WealthPLAN Partners, LLC7,808$878K0.14%+18413F-HRTimeline
WEALTHGARDEN F.S. LLC7,492$867K0.72%-42213F-HRTimeline
Smartleaf Asset Management LLC7,357$823K0.07%+6,23413F-HRTimeline
CALTON & ASSOCIATES, INC.6,954$782K0.14%new13F-HRTimeline
CAP Partners, LLC6,905$777K0.49%+42913F-HRTimeline
Per Stirling Capital Management, LLC.6,821$767K0.1%+7013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC6,718$756K0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,554$737K0.08%+1,24413F-HRTimelineGroup
Northwest Capital Management Inc6,495$730K0.4%-8,35813F-HRTimeline
Tradewinds, LLC.6,480$729K0.55%new13F-HRTimeline
Merkkuri Wealth Advisors LLC6,480$729K0.55%+1,89713F-HRTimeline
Prospera Financial Services Inc6,469$728K0.01%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC6,370$716K0.08%new13F-HRTimeline
Barnes Wealth Management Group, Inc6,323$711K0.42%+2,08313F-HRTimeline
Quantinno Capital Management LP6,267$705K<0.01%new13F-HRTimeline
RAM Investment Partners, LLC6,147$691K0.15%013F-HRTimeline
SUTTON PLACE INVESTORS LLC6,015$677K0.41%+10913F-HRTimeline
OMNI 360 Wealth, Inc.5,929$667K0.41%+84313F-HR/ATimeline
Roof Eidam Maycock Peralta, LLC5,875$661K0.16%new13F-HRTimeline
Lifeworks Advisors, LLC5,830$656K0.1%+3,05913F-HRTimeline
Clearview Wealth Advisors LLC5,828$655K0.46%+5713F-HRTimeline
Trinity Wealth Management, LLC5,658$636K0.25%+2,82713F-HRTimeline
Sovran Advisors, LLC5,643$628K0.07%-4,51713F-HRTimeline
Virtue Capital Management, LLC5,538$623K0.11%+1,84713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,479$616K0.08%-13,85613F-HRTimeline
IFP Advisors, Inc5,472$615K0.02%+4,99213F-HRTimeline
Elios Financial Group Inc.5,376$605K0.27%new13F-HRTimeline
Emergent Wealth Advisors, LLC5,191$584K0.37%+10713F-HRTimeline
Beacon Financial Advisory LLC5,170$582K0.15%+62113F-HRTimeline
Stone House Investment Management, LLC5,133$577K0.11%+3,49113F-HRTimeline
CPR Investments Inc.5,133$577K0.45%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,109$575K0.05%+2,18513F-HR/ATimeline
Hershey Financial Advisers, LLC4,995$562K0.5%13F-HRTimeline
WealthTrak Capital Management LLC4,885$549K0.46%+57213F-HRTimeline
GPS Wealth Strategies Group, LLC4,809$541K0.06%new13F-HRTimeline
Signal Advisors Wealth, LLC4,758$535K0.04%new13F-HRTimeline
FMR LLCin group FMR LLC4,748$534K<0.01%-4313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,699$528K<0.01%+3,87313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,451$527K0.02%+1,30013F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…4,659$524K0.19%-32413F-HRTimeline
Farther Finance Advisors, LLC4,622$520K0.01%-1,84613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,601$518K0.02%-32713F-HRTimelineGroup
Visionary Wealth Advisors4,542$511K0.03%-65113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,496$506K<0.01%new13F-HRTimelineGroup
Harvest Investment Services, LLC4,493$505K0.11%+7313F-HRTimeline
Sharkey, Howes & Javer4,421$497K0.07%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,408$496K0.01%+8913F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…4,403$495K0.39%+1,20913F-HRTimeline
WMG Financial Advisors, LLC4,396$494K0.18%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,395$494K0.03%+1,24113F-HRTimelineGroup
Soltis Investment Advisors LLC4,379$493K0.04%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,362$491K0.06%new13F-HRTimeline
Semmax Financial Advisors Inc.4,125$483K0.12%+12713F-HRTimeline
Insight Advisors, LLC/ PA4,254$478K0.08%-75113F-HRTimeline
Retireful, LLC4,200$472K0.33%new13F-HRTimeline
CW Advisors, LLC4,177$470K<0.01%013F-HRTimeline
Financial Architects, LLC4,155$467K0.28%new13F-HRTimeline
FULLCIRCLE WEALTH LLC4,037$465K0.17%+13713F-HRTimeline
Fulcrum Equity Management4,117$463K0.48%+1,93813F-HRTimeline
NWAM LLC3,998$463K0.03%+4713F-HR/ATimeline
Brand Asset Management Group, Inc.4,040$454K0.17%+1,32213F-HRTimeline
RDA Financial Network4,031$453K0.12%+5313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,995$449K<0.01%-57,96713F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC3,841$432K0.22%+74213F-HRTimeline
WORLD EQUITY GROUP, INC.3,837$432K0.12%-4,70513F-HRTimeline
Reliant Investment Partners, LLC3,819$430K0.37%new13F-HRTimeline
Sequent Planning LLC3,759$423K0.13%+13213F-HRTimeline
PRIVATE TRUST CO NA3,719$418K0.04%-1,37913F-HRTimeline
MKT Advisors LLC3,570$395K0.16%+13513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,496$393K<0.01%-29713F-HRTimelineGroup
Lion Street Advisors, LLC3,440$387K0.12%-4613F-HRTimeline
Catalina Capital Group, LLC3,394$382K0.26%-613F-HRTimeline
Integrated Advisors Network LLC3,376$380K0.02%+30313F-HRTimeline
MSH Capital Advisors LLC3,320$373K0.11%+12113F-HRTimeline
Trademark Financial Management, LLC3,187$358K0.22%new13F-HRTimeline
RHS Financial, LLC3,174$357K0.2%new13F-HRTimeline
Peregrine Asset Advisers, Inc.3,140$353K0.11%new13F-HRTimeline
Narwhal Capital Management3,135$353K0.03%013F-HRTimeline
Yukon Wealth Management, Inc.3,117$351K0.13%new13F-HRTimeline
JBR Co Financial Management Inc3,059$344K0.17%new13F-HRTimeline
Trail Ridge Investment Advisors, LLC2,973$344K0.17%+34113F-HRTimeline
GTS SECURITIES LLC3,033$341K0.02%-12,83513F-HRTimeline
COMERICA BANK3,029$341K<0.01%new13F-HRTimeline
National Wealth Management Group, LLC2,942$331K0.19%+69613F-HRTimeline
Intelligence Driven Advisers, LLC2,877$324K0.05%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,865$322K<0.01%+1,38213F-HRTimelineGroup
Creative Planningin group Creative Planning2,859$322K<0.01%-10,65013F-HRTimelineGroup
MIdWestOne Financial Group, Inc.2,713$305K0.04%013F-HRTimeline
Valued Retirements, Inc.2,711$305K0.34%new13F-HRTimeline
Moors & Cabot, Inc.2,709$305K0.01%-113F-HRTimeline
MN Wealth Advisors, LLC2,704$304K0.18%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,682$302K0.15%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,679$301K0.01%-77013F-HRTimeline
Castleview Partners, LLC2,650$298K0.19%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,625$295K<0.01%-1,87413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,625$295K<0.01%-14,88213F-HRTimelineGroup
PRIMORIS WEALTH ADVISORS, LLC2,615$294K0.2%-53,25613F-HRTimeline
Latitude Advisors, LLC2,554$287K0.14%+12213F-HRTimeline
Lantern Wealth Advisors, LLC2,546$286K0.17%13F-HRTimeline
Certified Advisory Corp2,522$284K0.03%+413F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC2,464$277K0.02%-13613F-HRTimelineGroup
GK Wealth Management LLC2,398$270K0.27%+7913F-HRTimeline
Richmond Investment Services, LLC2,374$267K0.06%-35813F-HRTimeline
SMART Wealth LLC2,359$265K0.08%-1613F-HRTimeline
Resurgent Financial Advisors LLC2,345$264K0.14%+913F-HRTimeline
Bell Investment Advisors, Inc2,330$262K0.05%+413F-HRTimeline
EVOKE WEALTH, LLC2,312$260K0.01%-61113F-HRTimeline
Sowell Financial Services LLC2,263$255K0.01%+8213F-HRTimeline
Tripletail Wealth Management, LLC2,155$253K0.36%13F-HRTimeline
Simplicity Wealth,LLC2,247$253K0.01%new13F-HRTimeline
TAGStone Capital, Inc.2,140$251K0.1%new13F-HRTimeline
GWN SECURITIES INC.2,215$250K0.05%-1,23613F-HRTimeline
Foundations Investment Advisors, LLC2,218$249K<0.01%-1,44213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,210$249K<0.01%+12813F-HRTimelineGroup
SEEDS INVESTOR LLC2,207$248K0.06%new13F-HRTimeline