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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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,352,062$413M-1,234,800Timeline
LPL Financial LLC2,178,729$207M0.08%+935,95113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,446,799$137M0.01%+1,134,91513F-HRTimelineGroup
Clark Capital Management Group, Inc.1,243,203$118M0.83%-694,02913F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,216,892$116M17.58%+960,41813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO617,959$58.7M<0.01%+617,80113F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP611,529$58.1M4.32%+50,98013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.576,565$53.2M0.12%-40,31513F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC476,417$45.3M0.45%-239,70013F-HRTimeline
Orion Portfolio Solutions, LLC476,417$45.3M0.45%-239,70013F-HRTimeline
CWM, LLCin group CWM, LLC434,939$41.3M0.17%+434,56913F-HRTimelineGroup
Cambridge Investment Research Advisors,…427,365$40.6M0.14%+113,13413F-HRTimeline
Trilogy Capital Inc.421,901$40.1M2.06%+6,52313F-HRTimeline
One Capital Management, LLC380,906$36.2M1.2%+62,30613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN312,120$29.7M0.01%+311,70813F-HRTimelineGroup
Family Investment Center, Inc.311,213$29.6M7.5%+17,93913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP303,174$28.8M0.03%+266,85913F-HRTimelineGroup
Cetera Investment Advisers301,544$28.6M0.06%+18,39113F-HRTimeline
Fortis Group Advisors, LLC288,988$27.5M5.11%+139,78513F-HRTimeline
Smart Money Group LLC255,603$24.3M8.38%+10,81913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC240,915$22.9M0.52%-80,94513F-HRTimelineGroup
USAdvisors Wealth Management, LLC222,994$21.2M6.88%+23,54213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…191,124$18.2M0.02%+140,47113F-HRTimelineGroup
Avidian Wealth Enterprises, LLC184,135$17.5M0.79%+11,55513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY181,692$17.3M<0.01%+176,06413F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC176,271$16.7M0.02%+112,45013F-HRTimeline
MML INVESTORS SERVICES, LLC162,991$15.5M0.05%+63,34813F-HRTimeline
HBW ADVISORY SERVICES LLC159,163$15.1M1.55%+12,15813F-HRTimeline
Austin Private Wealth, LLC153,321$14.6M1.37%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC151,274$14.4M0.01%13F-HR/ATimelineGroup
FISCHER INVESTMENT STRATEGIES, LLC139,833$13.3M10.56%+16,09713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC127,131$12.1M0.37%+124,83113F-HRTimelineGroup
IHT Wealth Management, LLC126,878$12.1M0.39%new13F-HRTimeline
UBS Group AGin group UBS Group AG124,189$11.8M<0.01%+108,81213F-HRTimelineGroup
Independent Advisor Alliance115,222$10.9M0.14%new13F-HRTimeline
Goldstein Advisors, LLC107,396$10.2M1.48%new13F-HRTimeline
WIN ADVISORS, INC105,118$9.99M4.83%-16,40313F-HRTimeline
Private Advisor Group, LLC103,390$9.82M0.06%+77,72313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…94,055$9.07M0.02%+79,58213F-HRTimelineGroup
CFS Investment Advisory Services, LLC83,355$7.92M0.71%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.82,544$7.84M0.07%+32,33013F-HRTimelineGroup
Concorde Asset Management, LLC79,114$7.52M3.92%+10,00913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC76,252$7.25M0.07%+50,91713F-HRTimelineGroup
Clear Creek Financial Management, LLC71,934$6.83M0.74%+16,10613F-HRTimeline
SIERRA OCEAN, LLC69,142$6.57M5.36%13F-HRTimeline
Atria Wealth Solutions, Inc.68,801$6.54M0.07%-12,09913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64,304$6.11M<0.01%+53,08413F-HRTimelineGroup
RVW Wealth, LLC63,953$6.08M0.57%+19,01613F-HRTimeline
IFG Advisory, LLC63,838$6.07M0.34%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.61,902$5.88M0.64%13F-HRTimeline
StoneCrest Wealth Management, Inc.61,705$5.86M3.83%+3,41913F-HRTimeline
Horst & Graben Wealth Management LLC60,589$5.76M1.02%new13F-HRTimeline
Physician Wealth Advisors, Inc.60,379$5.74M0.97%new13F-HRTimeline
NewEdge Advisors, LLC59,963$5.7M0.03%+8,28713F-HRTimeline
HighTower Advisors, LLC57,587$5.47M0.01%+6,46013F-HRTimeline
WJ Wealth Management, LLC57,272$5.44M1.87%new13F-HRTimeline
SigFig Wealth Management, LLC56,404$5.39M0.19%-25,32413F-HRTimeline
GWN SECURITIES INC.52,977$5.37M1.43%13F-HRTimeline
B. Riley Wealth Advisors, Inc.55,797$5.3M0.17%-14,30113F-HRTimeline
EWA, LLC54,631$5.19M1.95%+1,06213F-HRTimeline
Security Financial Services, INC.54,292$5.16M1.05%new13F-HRTimeline
Qube Research & Technologies Ltd54,241$5.15M0.01%+21,81413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.52,873$5.02M<0.01%-3,01813F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC52,627$5M1.95%new13F-HRTimeline
One Wealth Advisors, LLC52,567$4.99M0.74%new13F-HRTimeline
Able Wealth Management LLC52,047$4.95M3.25%+11,49913F-HRTimeline
TAP Consulting, LLC51,949$4.94M1.01%-3,39113F-HRTimeline
Mariner, LLCin group Mariner, LLC51,070$4.85M0.01%+15,06213F-HRTimelineGroup
Stonebrook Private Inc.50,971$4.84M1.27%new13F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC50,633$4.81M2.58%+22,02113F-HRTimeline
Sanctuary Advisors, LLC47,229$4.76M0.03%+1,36113F-HRTimeline
Professional Financial Advisors, LLC48,134$4.57M1.17%+1,22613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,043$4.56M<0.01%+44,78013F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC46,479$4.42M0.33%new13F-HRTimelineGroup
VICUS CAPITAL45,876$4.36M0.39%new13F-HRTimeline
Centennial Wealth Advisory LLC45,564$4.33M1.7%-20,26013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC44,747$4.25M0.11%+26,62813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC44,200$4.2M0.01%+38,00013F-HRTimeline
Janney Montgomery Scott LLC43,997$4.18M0.01%+23,13813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.43,047$4.09M<0.01%new13F-HRTimelineGroup
Burt Wealth Advisors41,200$3.91M0.99%013F-HRTimeline
Detalus Advisors, LLC40,597$3.86M1.27%new13F-HRTimeline
Financial Advocates Investment Manageme…40,003$3.8M0.22%+5,52313F-HRTimeline
Delta Wealth Advisors LLC39,099$3.71M3.5%-9,94513F-HRTimeline
Tempus Wealth Planning, LLC39,079$3.71M1.13%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.38,845$3.69M1.83%+1,57313F-HRTimeline
Beacon Capital Management, Inc.38,806$3.69M0.16%-50513F-HRTimeline
Generation Capital Management LLC38,614$3.67M3.14%13F-HRTimeline
WealthCare Investment Partners, LLC37,811$3.61M1.58%+3,41613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…37,232$3.54M0.08%+38413F-HRTimelineGroup
Cardinal Strategic Wealth Guidance37,100$3.52M1.12%new13F-HRTimeline
Tidemark, LLC37,044$3.52M1.35%new13F-HRTimeline
AE Wealth Management LLC36,982$3.51M0.03%+25,99513F-HRTimeline
Altus Wealth Group LLC36,449$3.46M1.53%new13F-HRTimeline
Nova Wealth Management, Inc.35,456$3.37M2.92%13F-HRTimeline
LWM Advisory Services, LLC35,044$3.33M2.31%+5,68013F-HRTimeline
Integrated Wealth Concepts LLC34,947$3.32M0.04%+23,10613F-HRTimeline
AIFG Consultants Ltd.33,027$3.14M5.12%new13F-HRTimeline
TSA Wealth Managment LLC32,874$3.12M1.27%new13F-HRTimeline
Triad Wealth Partners, LLC32,719$3.11M1.12%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…29,971$3.02M0.17%+74313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …30,499$2.9M0.24%new13F-HR/ATimeline
Allworth Financial LP28,550$2.88M0.02%+32813F-HRTimeline
Geneos Wealth Management Inc.29,297$2.78M0.1%+1,62413F-HRTimeline
Colonial River Investments, LLC28,951$2.75M1.33%+10,75413F-HRTimeline
Beacon Pointe Advisors, LLC27,495$2.61M0.03%+2,86513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …27,316$2.6M0.04%+7,19613F-HRTimelineGroup
Steward Partners Investment Advisory, L…26,878$2.55M0.02%+26,55013F-HRTimeline
Maia Wealth LLC25,758$2.53M0.54%new13F-HRTimeline
Vertex Planning Partners, LLC26,519$2.52M0.56%new13F-HRTimeline
Perigon Wealth Management, LLC25,749$2.51M0.06%+9,45313F-HRTimeline
Focus Financial Network, Inc.25,824$2.45M0.1%new13F-HRTimeline
Vista Cima Wealth Management LLC24,440$2.32M2.41%13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP24,426$2.32M<0.01%-63,54113F-HRTimelineGroup
Jackson Wealth Management, LLC24,329$2.31M0.26%+1,67913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…23,848$2.27M0.22%+18,77313F-HR/ATimelineGroup
Betterment LLC23,742$2.26M0.01%+10,91713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC23,675$2.25M0.01%+23,29413F-HRTimelineGroup
CIBC WORLD MARKET INC.23,101$2.19M0.01%+15,80013F-HRTimeline
OPTIMA CAPITAL LLC22,900$2.18M1.5%13F-HRTimeline
Mayflower Financial Advisors, LLC22,886$2.17M0.33%new13F-HRTimeline
Endowment Wealth Management, Inc.22,786$2.16M1.45%+6,45513F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV22,562$2.14M1.46%13F-HRTimeline
Lunt Capital Management, Inc.22,295$2.12M0.82%new13F-HRTimeline
Hobbs Wealth Management, LLC22,249$2.11M2.42%13F-HRTimeline
Cypress Wealth Services, LLC21,814$2.07M0.42%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/21,721$2.06M<0.01%+4,70813F-HRTimelineGroup
Advance Capital Management, Inc.21,471$2.04M0.09%-66313F-HRTimeline
MAS Advisors LLC21,452$2.04M3.42%new13F-HRTimeline
Schorn Wealth LLC21,374$2.03M0.66%new13F-HRTimeline
Orca Investment Management, LLC20,840$1.98M1.86%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.20,330$1.93M0.06%-16,79813F-HRTimeline
Global Retirement Partners, LLC19,814$1.88M0.05%+11,21713F-HRTimeline
Prostatis Group LLC19,190$1.82M0.53%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…19,078$1.81M0.37%+9,54513F-HRTimeline
U.S. Capital Wealth Advisors, LLC18,976$1.8M0.06%new13F-HRTimeline
CoreCap Advisors, LLC18,087$1.72M0.08%+11,16213F-HRTimeline
Retireful, LLC18,037$1.71M0.96%new13F-HRTimeline
Freedom Investment Management, Inc.17,988$1.71M0.14%+11,21213F-HRTimeline
Mutual Advisors, LLC17,301$1.69M0.05%new13F-HRTimeline
Seros Financial, LLC19,093$1.67M1.5%13F-HRTimeline
TBH Global Asset Management, LLC17,514$1.66M0.39%+26113F-HRTimeline
Tradition Wealth Management, LLC17,384$1.65M0.15%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,155$1.63M<0.01%new13F-HR/ATimeline
GeoWealth Management, LLC16,953$1.61M0.05%+13,56013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,655$1.58M0.01%+10,87413F-HRTimeline
Moloney Securities Asset Management, LLC16,345$1.55M0.21%+2,60813F-HRTimeline
Perennial Investment Advisors, LLC16,152$1.53M0.18%new13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.16,113$1.53M0.86%13F-HRTimeline
Centerpoint Advisory Group16,011$1.52M1.47%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,976$1.52M0.08%+5,92913F-HR/ATimelineGroup
Spectrum Planning & Advisory Services I…15,779$1.5M1.3%new13F-HRTimeline
Gen-Wealth Partners Inc15,744$1.5M0.64%new13F-HRTimeline
Synergy Investment Management, LLC15,663$1.49M0.64%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding15,565$1.48M+9,074Timeline
BlackDiamond Wealth Management, LLC15,393$1.46M0.84%+1,62913F-HRTimeline
MANCHESTER FINANCIAL INC15,123$1.44M0.31%+11,44413F-HRTimeline
Northwest Capital Management Inc15,080$1.43M0.61%new13F-HRTimeline
Atria Investments, Inc15,052$1.43M0.02%+3,58113F-HRTimeline
Arrowroot Family Office, LLC15,045$1.43M0.74%+1913F-HRTimeline
Southland Equity Partners LLC14,893$1.42M0.33%+94913F-HRTimeline
Lifelong Wealth Advisors, Inc.14,733$1.4M0.63%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,727$1.4M<0.01%+8,73913F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth14,131$1.34M0.02%-1,50413F-HRTimelineGroup
Apeiron RIA LLC14,115$1.34M0.38%new13F-HRTimeline
ArborFi Advisors, LLC13,751$1.31M1.31%13F-HRTimeline
Ashton Thomas Private Wealth, LLC13,657$1.3M0.05%new13F-HRTimeline
WORLD EQUITY GROUP, INC.13,546$1.29M0.28%new13F-HRTimeline
Berbice Capital Management LLC13,351$1.27M1.02%13F-HRTimeline
Horizon Investment Services, LLC13,340$1.27M0.54%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,256$1.26M0.1%+5,86113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,884$1.22M<0.01%+2,37913F-HRTimelineGroup
Kelly Financial Services LLC12,563$1.19M0.43%-4,10213F-HR/ATimeline
KICKSTAND VENTURES, LLC.12,198$1.16M0.3%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC12,127$1.13M0.09%+6,08713F-HRTimelineGroup
BlueChip Wealth Advisors LLC11,856$1.13M0.62%+1,85913F-HRTimeline
AMERIFLEX GROUP, INC.11,198$1.12M0.51%13F-HRTimeline
Weaver Consulting Group11,145$1.06M0.33%+20413F-HRTimeline
THEORY FINANCIAL LLC11,142$1.06M0.44%new13F-HRTimeline
Arkadios Wealth Advisors11,141$1.06M0.06%+76613F-HRTimeline
Patriot Financial Group Insurance Agenc…10,963$1.04M0.14%+8,27913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,942$1.04M0.08%+4,86313F-HRTimeline
PFG Advisors10,935$1.04M0.06%+3,06813F-HRTimeline
Alpha Zero LLC10,762$1.02M0.78%13F-HRTimeline
Cyr Financial Inc.10,288$977K0.89%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,208$970K<0.01%-2,57413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,065$956K0.01%+3,82613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC9,662$918K0.03%+3,69813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC9,638$916K0.45%new13F-HRTimeline
New Century Financial Group, LLC9,425$913K0.39%-3,75813F-HRTimeline
D.A. DAVIDSON & CO.9,586$911K0.01%+13413F-HRTimeline
BUSH INVESTMENT GROUP, LLC9,520$904K0.71%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,301$884K0.04%+90613F-HRTimeline
Advisory Services Network, LLC9,270$881K0.02%-5,34813F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…9,106$865K0.07%new13F-HRTimelineGroup
My Legacy Advisors, LLC8,870$863K0.33%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,045$859K<0.01%+5,45213F-HRTimelineGroup
Sovran Advisors, LLC8,622$823K0.12%13F-HRTimeline
Strait & Sound Wealth Management LLC8,655$822K0.38%+24313F-HRTimeline
Coppell Advisory Solutions LLC8,467$809K0.11%-37113F-HRTimeline