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Disclosery

SPMO INVESCO EXCH TRADED FD TR II

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SHS (fund)

651 managers (656 13F filers) reported a position in SPMO shares at 2026-03-31, 57,504,188 shares in all. 82 filers opened a position and 64 filers sold out during the quarter.

Managers
651
13F filers
656
New
82
Added
343
Reduced
174
Sold out
64
Shares held by filers
57,504,188

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Spectrum Planning & Advisory Services I…33,715$3.78M1.87%+2,09413F-HRTimeline
Greenline Wealth Management LLC33,590$3.77M4.34%+1,91713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC33,318$3.74M<0.01%new13F-HRTimelineGroup
PFG Advisors32,993$3.7M0.18%-1,00713F-HRTimeline
Cresset Asset Management, LLC32,976$3.7M0.02%+4,91613F-HRTimeline
Maia Wealth LLC32,821$3.68M0.62%-78613F-HRTimeline
Arkadios Wealth Advisors32,802$3.68M0.06%+9,97813F-HRTimeline
Lifelong Wealth Advisors, Inc.32,556$3.65M0.97%+3,54513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,147$3.6M<0.01%+25,55313F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC31,306$3.51M1.86%new13F-HRTimeline
Gen-Wealth Partners Inc30,927$3.47M1.09%+1,66413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC30,852$3.46M<0.01%+9,66513F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL30,152$3.38M0.02%new13F-HRTimeline
Federation des caisses Desjardins du Qu…29,969$3.36M0.01%-116,88213F-HRTimeline
PEAK FINANCIAL ADVISORS LLC29,815$3.34M1.48%-7,16513F-HRTimeline
ArborFi Advisors, LLC29,354$3.29M2.69%+1,12113F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC29,300$3.28M3.08%+1,00913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC29,242$3.28M0.78%+1,95813F-HRTimeline
A4 Wealth Advisors LLC29,094$3.26M2.71%+7,36013F-HRTimeline
Vista Cima Wealth Management LLC29,025$3.25M3.21%+7,58513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC28,780$3.23M0.36%+2,29813F-HRTimeline
Beacon Capital Management, Inc.28,757$3.22M0.18%-40513F-HR/ATimeline
Future Financial Wealth Managment LLC23,844$3.02M1.95%+1,94613F-HRTimeline
Orion Porfolio Solutions, LLC26,872$3.01M0.03%-146,61913F-HRTimeline
Jackson Wealth Management, LLC26,809$3.01M0.31%-41,10913F-HRTimeline
Astoria Portfolio Advisors LLC.22,379$2.96M0.63%+15,24013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.25,955$2.9M1.49%-3,37513F-HRTimeline
Entelevest, LLC25,619$2.87M2.95%+6,45513F-HRTimeline
Tradition Wealth Management, LLC25,558$2.87M0.2%+1,31513F-HRTimeline
Sharkey, Howes & Javer25,294$2.84M0.38%+3,05413F-HRTimeline
Belpointe Asset Management LLC25,231$2.83M0.1%+57213F-HRTimeline
PACIFIC FINANCIAL GROUP INC25,160$2.82M1.52%-17413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,137$2.82M0.05%+5,47213F-HRTimelineGroup
Fortune Financial Group, Inc.25,079$2.81M2.53%+3,91513F-HRTimeline
Paladin Advisory Group, LLC25,007$2.8M2.13%-39813F-HRTimeline
Wedmont Private Capital22,963$2.79M0.09%-89913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC24,440$2.74M0.51%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.24,387$2.73M1.09%-35913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.24,169$2.71M1.98%+11,50713F-HRTimeline
Atria Investments, Inc23,724$2.66M0.03%-93,92313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management23,199$2.6M0.09%+3,03213F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC22,812$2.56M1.49%+9,18413F-HRTimeline
Advyzon Investment Management, LLC22,709$2.55M0.23%-16413F-HRTimeline
BETO FINANCIAL GROUP, LLC18,141$2.53M1.48%+14,70213F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC22,274$2.5M1.63%-70213F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV22,231$2.49M0.19%-988,84813F-HRTimeline
Southland Equity Partners LLC22,069$2.47M0.48%+1,12013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD21,600$2.42M0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC21,116$2.37M0.03%+6,11813F-HRTimeline
Chatterton & Associates Inc.19,229$2.36M1.65%+4,26813F-HRTimeline
Hopwood Nicholas Hunter20,812$2.33M0.74%+6,33613F-HRTimeline
MGO ONE SEVEN LLC20,688$2.32M0.05%+2,86613F-HRTimeline
Denver PWM, LLC16,053$2.31M0.79%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED20,303$2.28M0.17%-1,06113F-HRTimeline
Stone Wealth Partners20,156$2.26M2.03%+1,22313F-HRTimeline
CIBC WORLD MARKET INC.20,016$2.24M<0.01%-9,62013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,878$2.23M0.03%-10,35713F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC19,385$2.17M0.76%+4,94113F-HRTimeline
Csenge Advisory Group19,196$2.15M0.1%+9,21413F-HRTimeline
Prota Financial, LLC18,601$2.09M1.51%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.18,462$2.07M0.23%-81,70013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,417$2.06M<0.01%+8,10613F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC18,298$2.05M1.27%+4713F-HRTimeline
THEORY FINANCIAL LLC18,256$2.05M0.72%-13013F-HRTimeline
JBR Co Financial Management Inc17,047$2.03M0.85%013F-HRTimeline
KICKSTAND VENTURES, LLC.17,858$2M0.42%+2,10313F-HRTimeline
Weaver Consulting Group17,834$2M0.48%+57313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,611$1.98M0.01%+10,48113F-HRTimelineGroup
WEALTH ALLIANCE, LLC17,603$1.97M0.19%+10,82013F-HRTimeline
WealthPoint Financial, LLC17,063$1.91M1.6%+92013F-HR/ATimeline
Orca Investment Management, LLC16,939$1.9M1.61%-89013F-HRTimeline
Investment Insight Wealth Management, L…16,878$1.89M2.04%+11,60013F-HRTimeline
BUSH INVESTMENT GROUP, LLC16,559$1.86M1.01%+1,28013F-HRTimeline
Horizon Investment Services, LLC16,554$1.86M0.65%+59013F-HRTimeline
Lifetime Wealth Management P.C.16,553$1.86M1.06%+98813F-HRTimeline
Arrowroot Family Office, LLC16,508$1.85M0.61%+1,20913F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.16,216$1.82M0.1%-1,47213F-HRTimelineGroup
TD Capital Management LLC16,027$1.8M0.16%+2,54013F-HRTimeline
ATX Financial Planning, LLC15,990$1.79M1.36%+2,10813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC15,764$1.77M0.15%+1,53513F-HRTimeline
Golden State Wealth Management, LLC15,560$1.74M0.19%-21,36713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.15,527$1.74M<0.01%13F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC15,382$1.72M0.4%+2,42413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,323$1.72M0.1%-1,79213F-HRTimeline
Blom & Howell Financial Planning, Inc.15,257$1.71M1.68%+2,18213F-HRTimeline
Brown Miller Wealth Management, LLC15,199$1.7M0.48%+4,27013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,134$1.7M<0.01%-1,29013F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC14,856$1.67M0.61%+1,13813F-HRTimeline
Strait & Sound Wealth Management LLC14,699$1.65M0.63%-2513F-HRTimeline
Apeiron RIA LLC14,600$1.64M0.38%+83813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,590$1.64M0.06%-44913F-HRTimelineGroup
Argent Trust Co14,392$1.61M0.05%+26113F-HRTimeline
Perennial Investment Advisors, LLC14,330$1.61M0.13%+94913F-HRTimeline
Envision Financial Transparency, LLC14,255$1.6M1.55%13F-HRTimeline
WealthTrak Capital Management LLC14,056$1.58M1.13%+25813F-HRTimeline
WealthPLAN Partners, LLC13,932$1.56M0.3%+87413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.13,896$1.56M<0.01%new13F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding11,804$1.54M+612Timeline
Medallion Wealth Advisors, LLC13,711$1.54M0.5%+70813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC13,457$1.51M0.1%+2,59213F-HRTimeline
Compound Planning, Inc.13,424$1.5M0.05%+9,58513F-HRTimeline
LexAurum Advisors, LLC13,163$1.48M0.19%13F-HRTimeline
Narwhal Capital Management12,836$1.44M0.11%-84013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV12,643$1.42M0.62%-1,21213F-HRTimeline
FMR LLCin group FMR LLC12,375$1.39M<0.01%+2,76613F-HRTimelineGroup
BlackDiamond Wealth Management, LLC12,218$1.37M0.66%+1,27913F-HRTimeline
Owen LaRue, LLC12,152$1.36M0.52%+3,60113F-HRTimeline
Sovereign Financial Group, Inc.12,032$1.35M0.23%+43913F-HRTimeline
Prospera Financial Services Inc11,952$1.34M0.02%+2,29813F-HRTimeline
Strategic Blueprint, LLC11,841$1.33M0.08%-6,64613F-HRTimeline
Brookwood Investment Group LLC11,789$1.32M0.17%-76,88713F-HRTimeline
Visionary Wealth Advisors11,757$1.32M0.06%-2,30713F-HRTimeline
Mid-American Wealth Advisory Group, Inc.11,037$1.32M0.56%013F-HRTimeline
XY Planning Network, Inc.11,433$1.31M0.21%+3,43613F-HRTimeline
Signet Private Wealth LLC11,352$1.27M1.22%-4,53913F-HRTimeline
WEALTHGARDEN F.S. LLC11,269$1.26M0.86%+35713F-HRTimeline
EP Wealth Advisors, LLC11,177$1.25M0.01%+66213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,988$1.23M<0.01%+6,14513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management10,972$1.23M0.01%-145,98313F-HRTimelineGroup
Wood Tarver Financial Group, LLC10,964$1.23M0.34%+16413F-HRTimeline
COZAD ASSET MANAGEMENT INC10,767$1.21M0.09%-12813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,732$1.2M<0.01%-11,67313F-HRTimelineGroup
Redwood Financial Network Corp10,656$1.19M0.78%+4,24513F-HRTimeline
D.A. DAVIDSON & CO.10,621$1.19M0.01%-14,50013F-HRTimeline
USAdvisors Wealth Management, LLC10,788$1.16M0.39%-1813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,352$1.16M0.02%+23513F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA10,200$1.15M<0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC10,226$1.15M<0.01%013F-HRTimelineGroup
Claris Financial LLC10,184$1.14M0.62%-19413F-HRTimeline
Fiduciary Alliance LLC8,947$1.13M0.07%-2,62413F-HRTimeline
SUTTON PLACE INVESTORS LLC10,085$1.13M0.62%+1,29913F-HRTimeline
Wealth Management Associates, Inc.10,081$1.13M0.39%-1,49613F-HRTimeline
Peachtree Investment Partners, LLC10,027$1.12M0.43%+44213F-HRTimeline
AMG Asset Management Group, Inc.10,001$1.12M0.87%new13F-HRTimeline
CAP Partners, LLC9,983$1.12M0.63%+2,66013F-HRTimeline
Trinity Wealth Management, LLC9,710$1.09M0.4%+2,77113F-HRTimeline
Reliant Investment Partners, LLC9,658$1.08M0.9%+47013F-HRTimeline
Merkkuri Wealth Advisors LLC9,580$1.07M0.71%+37013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC9,490$1.06M0.21%+6,10713F-HRTimeline
Patten Group, Inc.9,472$1.06M0.18%-14213F-HRTimeline
AdvisorNet Financial, Inc9,470$1.06M0.05%+3,30413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,460$1.06M0.01%-4,20013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,275$1.04M-1,596Timeline
Boyce & Associates Wealth Consulting, I…9,225$1.03M0.78%-5,14213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,095$1.02M0.03%+8,17613F-HR/ATimelineGroup
QP WEALTH MANAGEMENT, LLC9,060$1.02M1.74%-2,97313F-HRTimeline
Smart Money Group LLC8,919$1000K0.29%-2,23313F-HRTimeline
IFP Advisors, Inc8,840$991K0.02%-1,39113F-HRTimeline
Cyr Financial Inc.8,750$981K0.58%-32713F-HRTimeline
AssuredPartners Investment Advisors, LLC8,477$981K0.11%new13F-HRTimeline
Integrity Advisory Solutions, LLC8,702$976K0.13%+1,61613F-HRTimeline
Northstar Advisory Group, LLC8,665$971K0.37%new13F-HRTimeline
OMNI 360 Wealth, Inc.8,454$948K0.49%+1,60513F-HRTimeline
CALTON & ASSOCIATES, INC.8,361$937K0.13%-6,86613F-HRTimeline
Fortis Capital Advisors, LLC8,345$936K0.12%-3,46613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,238$923K0.02%+2,46213F-HRTimelineGroup
WBH ADVISORY INC8,032$920K0.07%+1,59413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,085$906K<0.01%-1,415,86413F-HRTimelineGroup
KINTRA WEALTH, LLC7,956$892K0.06%-9,40113F-HRTimeline
RDA Financial Network7,765$871K0.22%+3,13813F-HRTimeline
ROMAN BUTLER FULLERTON & CO7,152$868K0.24%-72613F-HRTimeline
United Advisor Group, LLC7,723$866K0.11%-57213F-HRTimeline
Barnes Wealth Management Group, Inc7,634$856K0.43%+1,04813F-HRTimeline
Beacon Financial Advisory LLC7,631$856K0.19%+98213F-HRTimeline
Paragon Capital Management Ltd7,589$851K0.18%new13F-HRTimeline
Onyx Bridge Wealth Group LLC7,575$849K0.09%+2,72713F-HRTimeline
TCP Asset Management, LLC7,554$847K0.11%-35013F-HRTimeline
LWM Advisory Services, LLC7,496$840K0.9%-29,54913F-HRTimeline
MKT Advisors LLC7,184$838K0.28%+57313F-HRTimeline
UPTICK PARTNERS, LLC7,243$812K0.16%+3,38913F-HRTimeline
Gotham Asset Management, LLC7,228$810K<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC7,122$798K0.01%-13,88913F-HRTimeline
Cassilly Financial Group LLC7,059$791K0.69%+12613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,050$790K<0.01%-1,46813F-HRTimelineGroup
RHS Financial, LLC7,050$790K0.37%+3,79313F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…6,987$783K0.01%+5,11413F-HRTimelineGroup
Quantinno Capital Management LP6,982$783K<0.01%-3,52213F-HRTimeline
Simplicity Wealth,LLC6,958$780K0.04%+3,13413F-HRTimeline
Integrated Advisors Network LLC6,894$773K0.04%+2,27313F-HRTimeline
Guardian Capital, LLC6,735$755K0.72%-2,49013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV6,678$749K0.64%+6613F-HRTimeline
Turtle Creek Wealth Advisors, LLC6,570$737K0.06%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,406$733K0.05%-15613F-HRTimeline
Massar Capital Management, LP6,538$733K0.15%new13F-HRTimeline
WealthPlan Investment Management, LLC6,414$719K0.04%new13F-HRTimeline
Balboa Wealth Partners6,402$718K0.12%-7,18513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,361$713K0.06%new13F-HRTimelineGroup
Sovran Advisors, LLC5,290$708K0.06%-26313F-HRTimeline
Catalina Capital Group, LLC6,307$707K0.43%+38013F-HRTimeline
Sowell Financial Services LLC6,294$706K0.03%+2,28413F-HRTimeline
GatePass Capital, LLC6,273$703K0.34%+1,05213F-HRTimeline
Investor's Fiduciary Advisor Network, L…6,199$694K0.21%-21213F-HRTimeline
RAM Investment Partners, LLC6,147$689K0.12%013F-HRTimeline
Cosner Financial Group, LLC6,104$684K0.38%-1,24513F-HRTimeline
RWA WEALTH PARTNERS, LLC6,015$674K0.01%-8,96813F-HRTimeline
ADIRONDACK TRUST CO5,996$672K0.23%+2,02713F-HRTimeline
Asempa Wealth Advisors5,819$666K0.58%+12213F-HRTimeline
Baker Avenue Asset Management, LP5,907$662K0.02%+3,54213F-HRTimeline
FOCUSED ALPHA, LLC5,898$661K0.2%+1,08613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,814$653K0.18%+36413F-HRTimeline