Skip to content

SPMO INVESCO EXCH TRADED FD TR II

Follow

SHS (fund)

643 managers (647 13F filers) reported a position in SPMO shares at 2025-12-31, 60,466,322 shares in all. 83 filers opened a position and 51 filers sold out during the quarter.

Managers
643
13F filers
647
New
83
Added
322
Reduced
138
Sold out
51
Shares held by filers
60,466,322

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Investment Insight Wealth Management, L…5,278$630K0.62%13F-HRTimeline
Alta Wealth Advisors LLC5,248$626K0.21%-14713F-HRTimeline
GatePass Capital, LLC5,221$623K0.32%+3,13513F-HRTimeline
Sound Income Strategies, LLC5,160$619K0.03%+4,01613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,159$616K<0.01%+3,17713F-HRTimelineGroup
TBH Global Asset Management, LLC4,950$591K0.1%-1613F-HRTimeline
Providence First Trust Co4,900$585K0.2%+1,00013F-HRTimeline
Emergent Wealth Advisors, LLC4,884$583K0.33%-31113F-HRTimeline
DF DENT & CO INC4,872$581K0.01%-2,47313F-HRTimeline
Onyx Bridge Wealth Group LLC4,848$578K0.06%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,843$578K<0.01%+1,54613F-HR/ATimelineGroup
FOCUSED ALPHA, LLC4,812$574K0.17%13F-HRTimeline
Global Wealth Management Investment Adv…4,789$571K0.09%new13F-HRTimeline
Sugar Maple Asset Management, LLC4,714$562K0.38%-3,92913F-HRTimeline
Valued Retirements, Inc.4,631$553K0.54%+1,92013F-HRTimeline
RDA Financial Network4,627$552K0.13%+72513F-HRTimeline
Integrated Advisors Network LLC4,621$551K0.02%+1,10413F-HRTimeline
Harvest Investment Services, LLC4,556$544K0.1%+17613F-HRTimeline
Alchemi Wealth, LLC4,518$539K0.29%13F-HRTimeline
Well Done, LLC4,508$538K0.08%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,329$517K<0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,328$516K0.01%+19913F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…4,311$514K0.34%-14613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,276$510K0.06%-8613F-HRTimeline
Brand Asset Management Group, Inc.4,263$509K0.14%-24313F-HRTimeline
MN Wealth Advisors, LLC4,241$506K0.26%+1,54413F-HRTimeline
MSH Capital Advisors LLC4,219$503K0.11%+1,10713F-HRTimeline
TAGStone Capital, Inc.4,215$503K0.19%+1,63613F-HRTimeline
PRIVATE TRUST CO NA4,194$500K0.04%-49513F-HRTimeline
SMITH, MOORE & CO.4,158$496K0.04%-37,35813F-HRTimeline
Insight Advisors, LLC/ PA4,118$491K0.07%-8513F-HRTimeline
Howard Capital Management, LLC4,091$488K0.01%new13F-HRTimeline
Soltis Investment Advisors LLC4,072$486K0.03%+27113F-HR/ATimeline
MARIPAU WEALTH MANAGEMENT LLC3,944$483K0.22%+1,43713F-HRTimeline
COMERICA BANK4,039$482K<0.01%+15513F-HRTimeline
Sowell Financial Services LLC4,010$479K0.02%+1,77013F-HRTimeline
Ausdal Financial Partners, Inc.3,999$477K0.02%-5,13313F-HRTimeline
ADIRONDACK TRUST CO3,969$474K0.16%+2,34113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,967$473K<0.01%+73913F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,918$467K0.02%-71613F-HRTimeline
Aurora Private Wealth, Inc.3,910$466K0.31%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,903$466K0.05%-15,80213F-HRTimelineGroup
Financial Architects, LLC3,900$465K0.25%013F-HRTimeline
UPTICK PARTNERS, LLC3,854$460K0.1%new13F-HRTimeline
Compound Planning, Inc.3,839$458K0.01%-5,03613F-HRTimeline
Simplicity Wealth,LLC3,824$456K0.03%+2,04613F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,815$455K0.01%+95113F-HRTimeline
GTS SECURITIES LLC3,767$449K0.02%-1,86113F-HRTimeline
Lantern Wealth Advisors, LLC3,755$448K0.24%+1,12113F-HRTimeline
Parkway Wealth Management Group, LLC3,718$444K0.06%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,607$430K0.03%-33,34713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,537$422K0.12%+1,75213F-HRTimeline
Avion Wealth3,530$421K0.09%-15013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC3,520$420K0.02%+93813F-HRTimelineGroup
Santori & Peters, Inc.3,495$417K0.14%+10013F-HRTimeline
Resurgent Financial Advisors LLC3,473$414K0.21%+1,21513F-HRTimeline
BETO FINANCIAL GROUP, LLC3,439$414K0.28%13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,383$404K0.08%+44513F-HRTimeline
BOK Financial Private Wealth, Inc.3,382$404K0.02%new13F-HRTimeline
NWAM LLC3,340$397K0.02%-3,02213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,296$393K<0.01%+12513F-HRTimelineGroup
RHS Financial, LLC3,257$389K0.19%+59213F-HRTimeline
Ignite Planners, LLC3,202$384K0.06%+70813F-HRTimeline
Axos Invest Inc.3,197$381K0.28%new13F-HRTimeline
Peregrine Asset Advisers, Inc.3,182$380K0.11%-813F-HRTimeline
Ellenbecker Investment Group3,171$378K0.05%-64813F-HRTimeline
Fulcrum Equity Management3,146$375K0.36%-1,09313F-HRTimeline
Private Wealth Asset Management, LLC3,138$374K0.04%new13F-HRTimeline
FAMILY WEALTH PARTNERS, LLC3,114$372K0.13%new13F-HRTimeline
Meridian Financial Advisors, LLC3,085$368K0.2%+70013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.3,071$366K0.69%13F-HRTimeline
Elevation Capital Advisory, LLC3,025$361K0.15%new13F-HRTimeline
First Western Trust Bank3,017$360K0.02%new13F-HRTimeline
Centurion Wealth Management LLC3,009$359K0.08%new13F-HRTimeline
Headlands Technologies LLC3,005$359K0.03%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,988$357K0.03%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,981$356K0.1%-5413F-HRTimeline
Snowden Capital Advisors LLC2,951$352K0.01%+83913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,949$352K0.01%new13F-HRTimelineGroup
Eagle Wealth Advisors LLC2,943$351K0.3%13F-HRTimeline
Meadowbrook Wealth Management, LLC2,939$351K0.4%-11713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,933$350K0.12%-2,28813F-HRTimelineGroup
GK Wealth Management LLC2,889$345K0.25%+39213F-HRTimeline
Intelligence Driven Advisers, LLC2,877$343K0.05%013F-HRTimeline
Yukon Wealth Management, Inc.2,933$343K0.2%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,843$339K<0.01%new13F-HR/ATimelineGroup
Safeguard Investment Advisory Group, LLC2,808$335K0.09%-1,88613F-HRTimeline
Vantage Point Financial LLC2,795$333K0.12%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,759$329K<0.01%-13113F-HRTimelineGroup
OPTIMA CAPITAL LLC2,753$328K0.14%-2,05313F-HRTimeline
Sankala Group LLC2,738$327K0.26%13F-HRTimeline
Tradewinds Capital Management, LLC2,733$326K0.07%+2,04113F-HRTimeline
Elevated Financial Group LLC2,716$324K0.11%13F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC2,715$324K0.05%new13F-HRTimelineGroup
MIdWestOne Financial Group, Inc.2,713$324K0.04%013F-HRTimeline
Magnus Financial Group LLC2,702$322K0.02%+1,04713F-HRTimeline
Caliber Wealth Management, LLC / KS2,688$321K0.03%+74313F-HRTimeline
Fortitude Advisory Group L.L.C.2,686$320K0.14%+73213F-HRTimeline
Certified Advisory Corp2,660$317K0.03%+613F-HRTimeline
Worth Asset Management, LLC2,657$317K0.13%-3,35213F-HRTimeline
Symphony Financial, Ltd. Co.2,634$317K0.04%+92713F-HRTimeline
Oregon Pacific Wealth Management, LLC2,629$314K0.32%new13F-HRTimeline
Independent Advisor Alliance2,567$306K0.01%+82713F-HRTimeline
Latitude Advisors, LLC2,549$304K0.13%+40613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,542$303K<0.01%-1,95413F-HRTimelineGroup
PRIMORIS WEALTH ADVISORS, LLC2,540$303K0.18%-8913F-HRTimeline
Goldstone Financial Group, LLC2,537$303K0.03%-5,52213F-HRTimeline
BAM Wealth Management, LLC2,511$300K0.22%+62413F-HRTimeline
Innovative Wealth Building LLC2,495$298K0.22%new13F-HRTimeline
Asset One Wealth Management LLC2,474$298K0.04%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,475$295K0.1%+1,38113F-HRTimeline
SMART Wealth LLC2,473$295K0.09%-16413F-HRTimeline
High Falls Advisors, Inc2,470$295K0.06%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,434$290K<0.01%013F-HRTimelineGroup
BEACON FINANCIAL GROUP2,378$284K0.03%new13F-HRTimeline
Baker Avenue Asset Management, LP2,365$282K0.01%-99213F-HRTimeline
Bell Investment Advisors, Inc2,340$279K0.04%+613F-HRTimeline
Sequent Planning LLC2,234$267K0.07%-1,75013F-HRTimeline
Virtue Capital Management, LLC2,194$263K0.04%+82313F-HR/ATimeline
SEEDS INVESTOR LLC2,101$251K0.05%-31313F-HRTimeline
Empirical Asset Management, LLC2,100$251K0.07%new13F-HRTimeline
Berkeley Capital Partners, LLC2,076$248K0.06%-9713F-HRTimeline
RMR Wealth Builders2,059$246K0.02%+34113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,028$242K<0.01%+7013F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA2,000$239K0.15%013F-HRTimeline
NWF Advisory Services Inc.1,999$238K0.03%+22113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,940$235K0.09%+19513F-HRTimeline
Financial Freedom, LLC1,954$233K0.12%+32413F-HRTimeline
B. Riley Wealth Advisors, Inc.1,935$231K0.01%-22,69213F-HRTimeline
Indivisible Partners1,913$228K0.02%13F-HRTimeline
Aptus Capital Advisors, LLC1,912$228K<0.01%+87313F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC1,885$225K<0.01%new13F-HRTimelineGroup
J HAGAN CAPITAL, INC.1,885$225K0.12%new13F-HRTimeline
Cadence Bank1,881$224K0.01%013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…1,873$223K<0.01%new13F-HRTimelineGroup
JHP Wealth Management, LLC1,869$223K0.22%13F-HRTimeline
McKinley Carter Wealth Services, Inc.1,867$223K0.01%013F-HRTimeline
ERn Financial, LLC1,863$222K0.04%new13F-HRTimeline
Moran Wealth Management, LLC1,852$221K0.01%-3813F-HRTimeline
Integrated Capital Management, LLC1,848$221K0.09%-13913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,832$219K<0.01%new13F-HRTimelineGroup
Syntegra Private Wealth Group, LLC1,829$218K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,825$218K<0.01%-52913F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC1,800$215K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,748$212K0.06%new13F-HRTimeline
Dentgroup LLC1,778$212K0.15%new13F-HRTimeline
Maridea Wealth Management LLC1,764$210K0.03%new13F-HRTimeline
Integrity Wealth Solutions LLC1,761$210K0.08%new13F-HRTimeline
Facet Wealth, Inc.1,757$209K<0.01%new13F-HRTimeline
Cooper Financial Group1,748$209K0.02%new13F-HRTimeline
Cornerstone Wealth Group, LLC1,732$207K0.01%+413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,726$206K<0.01%new13F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC1,725$206K0.01%13F-HRTimeline
Darwin Wealth Management, LLC1,646$196K0.06%-1213F-HRTimeline
Northwest Capital Management Inc1,475$176K0.76%-2,01113F-HRTimeline
Larson Financial Group LLC1,434$171K0.01%+1013F-HRTimeline
Dunhill Financial, LLC1,395$166K0.04%+1,12113F-HRTimeline
Sarver Vrooman Wealth Advisors1,216$145K0.09%013F-HR/ATimeline
MAI Capital Management1,199$143K<0.01%+78413F-HRTimeline
Lodestone Wealth Management LLC1,126$134K0.05%new13F-HRTimeline
GODSEY & GIBB, INC1,101$131K0.01%+1,00113F-HRTimeline
SG Americas Securities, LLC1,082$129K<0.01%new13F-HRTimeline
GAMMA Investing LLC1,016$121K0.01%new13F-HRTimeline
Arax Advisory Partners967$115K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…919$110K<0.01%+35613F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH870$104K0.03%013F-HRTimeline
LGT Financial Advisors LLC858$102K0.63%-48813F-HRTimeline
Root Financial Partners, LLC797$95.1K<0.01%+13513F-HRTimeline
TRUST CO OF VERMONT790$94.3K<0.01%+1913F-HRTimeline
Clearstead Advisors, LLC757$90.3K<0.01%+2013F-HRTimeline
Clarity Asset Management, Inc.702$83.7K0.05%new13F-HRTimeline
Triumph Capital Management671$80.1K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…649$77.4K0.01%+22813F-HRTimeline
Strategic Wealth Partners, Ltd.600$71.6K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC600$71.6K0.03%+10013F-HRTimeline
Stone House Investment Management, LLC596$71.1K0.01%-5,00813F-HRTimeline
BOKF, NAin group BOKF, NA538$64.2K<0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA507$60.5K<0.01%13F-HRTimelineGroup
Salomon & Ludwin, LLC492$59.2K0.01%+18713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC478$57K<0.01%new13F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…430$51.4K0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.401$47.8K<0.01%+7613F-HRTimeline
WELLINGTON-ALTUS USA INC.380$45.3K0.03%13F-HRTimeline
Cornerstone Planning Group LLC378$45K0.01%-20813F-HRTimeline
Dogwood Wealth Management LLC370$44.2K0.02%new13F-HRTimeline
Bernard Wealth Management Corp.370$44.1K0.02%013F-HRTimeline
Wellington Grp LLC319$38.1K0.01%13F-HR/ATimeline
Team Financial Group, LLC296$35.3K0.02%+7113F-HRTimeline
Rossby Financial, LCC286$34.1K0.01%-4813F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC280$33.4K0.02%013F-HRTimeline
Elevated Capital Advisors, LLC279$33.3K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.272$32.5K<0.01%013F-HRTimeline
Blue Trust, Inc.260$31K<0.01%013F-HRTimeline
Park Square Financial Group, LLC304$28.9K0.17%+3713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.224$26.7K<0.01%013F-HRTimelineGroup
Smithfield Trust Co213$25K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC205$24.5K<0.01%new13F-HRTimeline
Robinswood Financial LLC193$23.1K0.01%+12813F-HRTimeline
Plante Moran Financial Advisors, LLC186$22.2K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC175$20.9K<0.01%013F-HRTimeline