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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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,170,040$571M+1,817,978Timeline
LPL Financial LLC3,579,241$331M0.13%+1,400,51213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,849,059$171M0.02%+402,26013F-HRTimelineGroup
Clark Capital Management Group, Inc.1,683,208$156M1.12%+440,00513F-HRTimeline
CWM, LLCin group CWM, LLC1,313,198$122M0.48%+878,25913F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,240,366$115M15.73%+23,47413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP798,446$73.9M5.53%+186,91713F-HRTimeline
Orion Porfolio Solutions, LLC712,550$65.9M0.65%+236,13313F-HRTimeline
Orion Portfolio Solutions, LLC712,550$65.9M0.65%+236,13313F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO679,695$62.9M<0.01%+61,73613F-HRTimelineGroup
UBS Group AGin group UBS Group AG616,358$57M0.01%+492,16913F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management608,934$56.3M9.04%13F-HRTimelineGroup
Cetera Investment Advisers554,807$51.3M0.1%+253,26313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…531,103$49.1M0.04%+339,97913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY529,649$49M<0.01%+347,95713F-HRTimelineGroup
Cambridge Investment Research Advisors,…523,849$48.5M0.16%+96,48413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.484,961$44.9M0.1%-91,60413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS440,323$40.7M0.03%new13F-HRTimelineGroup
One Capital Management, LLC411,623$38.1M1.29%+30,71713F-HRTimeline
Family Investment Center, Inc.407,197$37.7M9.21%+95,98413F-HRTimeline
Trilogy Capital Inc.380,918$35.2M1.85%-40,98313F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV356,975$33M5.06%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC326,302$30.2M0.01%+175,02813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.308,960$28.6M0.27%+226,41613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP286,445$26.5M0.03%-16,72913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC283,928$26.3M0.09%+120,93713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…259,821$24M0.05%+242,66613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN257,733$23.8M0.01%-54,38713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC240,915$22.9M0.51%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA236,431$21.9M<0.01%+172,12713F-HR/ATimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…235,246$21.8M2.36%+211,39813F-HR/ATimelineGroup
Brookwood Investment Group LLC232,406$21.5M3.69%13F-HRTimeline
USAdvisors Wealth Management, LLC226,584$21M7.31%+3,59013F-HRTimeline
Insight Wealth Strategies, LLC221,372$20.5M2.76%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC204,255$18.9M<0.01%new13F-HR/ATimelineGroup
RVW Wealth, LLC200,451$18.5M1.75%+136,49813F-HRTimeline
HBW ADVISORY SERVICES LLC183,192$17M2.41%+24,02913F-HRTimeline
Austin Private Wealth, LLC167,939$15.5M1.4%+14,61813F-HRTimeline
Fortis Group Advisors, LLC165,435$15.3M2.97%-123,55313F-HRTimeline
Qube Research & Technologies Ltd158,792$14.7M0.02%+104,55113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC154,037$14.3M0.61%+107,55813F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…140,518$13M0.05%new13F-HRTimelineGroup
Seros Financial, LLC134,896$12.5M9.33%+115,80313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…127,349$11.8M0.29%+119,19613F-HRTimelineGroup
Altus Wealth Group LLC127,133$11.8M5.51%+90,68413F-HRTimeline
Private Advisor Group, LLC125,575$11.6M0.07%+22,18513F-HRTimeline
INTEGRITY ALLIANCE, LLC.124,396$11.5M0.46%+62,49413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC121,333$11.2M0.02%-54,93813F-HRTimeline
IHT Wealth Management, LLC119,095$11M0.34%-7,78313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC119,058$11M0.33%-8,07313F-HRTimelineGroup
Financial Enhancement Group LLC124,576$11M1.72%new13F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC116,148$10.7M6.13%+65,51513F-HRTimeline
Goldstein Advisors, LLC108,173$10M1.46%+77713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC104,294$9.65M0.12%+28,04213F-HRTimelineGroup
Empowered Funds, LLC97,862$9.06M0.13%new13F-HRTimeline
IFG Advisory, LLC96,894$8.97M0.5%+33,05613F-HRTimeline
Atria Wealth Solutions, Inc.96,107$8.89M0.11%+27,30613F-HRTimeline
HighTower Advisors, LLC94,253$8.72M0.01%+36,66613F-HRTimeline
SigFig Wealth Management, LLC89,450$8.25M0.3%+33,04613F-HRTimeline
WJ Wealth Management, LLC88,679$8.21M2.9%+31,40713F-HRTimeline
HARBOUR INVESTMENTS, INC.86,998$8.05M0.23%+66,66813F-HRTimeline
SURIENCE PRIVATE WEALTH LLC86,547$8.01M13.97%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…77,735$7.52M0.02%-16,32013F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC81,164$7.51M0.67%-2,19113F-HRTimeline
Geneos Wealth Management Inc.79,692$7.37M0.11%+50,39513F-HRTimeline
Clear Creek Financial Management, LLC75,391$6.98M0.72%+3,45713F-HRTimeline
SIERRA OCEAN, LLC73,744$6.82M5.38%+4,60213F-HRTimeline
Perigon Wealth Management, LLC71,203$6.59M0.17%+45,45413F-HRTimeline
VICUS CAPITAL70,782$6.55M0.61%+24,90613F-HRTimeline
B. Riley Wealth Advisors, Inc.68,931$6.38M0.19%+13,13413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…68,505$6.34M0.01%+58,29713F-HRTimelineGroup
Able Wealth Management LLC68,370$6.33M3.75%+16,32313F-HRTimeline
Centennial Wealth Advisory LLC68,251$6.32M2.29%+22,68713F-HRTimeline
Steward Partners Investment Advisory, L…67,661$6.26M0.06%+40,78313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.65,077$6.02M0.04%+48,42213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,727$5.99M0.01%+51,84313F-HRTimelineGroup
Horst & Graben Wealth Management LLC63,541$5.88M1.05%+2,95213F-HRTimeline
StoneCrest Wealth Management, Inc.62,200$5.76M3.66%+49513F-HRTimeline
Physician Wealth Advisors, Inc.62,083$5.74M0.99%+1,70413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC61,962$5.73M0.01%+13,91913F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL61,899$5.73M0.05%+59,46113F-HRTimeline
KWB Wealth59,714$5.67M0.68%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC59,976$5.55M0.15%+15,22913F-HRTimeline
EWA, LLC59,028$5.46M2.03%+4,39713F-HRTimeline
Financial Partners Group, Inc57,927$5.36M0.83%+50,49713F-HRTimeline
Mariner, LLCin group Mariner, LLC56,478$5.23M0.01%+5,40813F-HRTimelineGroup
PRIMORIS WEALTH ADVISORS, LLC55,871$5.17M4%+52,77113F-HRTimeline
Security Financial Services, INC.54,451$5.04M1%+15913F-HRTimeline
Sanctuary Advisors, LLC53,988$5M0.04%+6,75913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.52,877$4.89M<0.01%+413F-HRTimelineGroup
Colonial River Investments, LLC52,460$4.85M2.67%+23,50913F-HRTimeline
Stonebrook Private Inc.51,739$4.79M1.24%+76813F-HRTimeline
VestGen Advisors, LLC51,020$4.72M0.21%13F-HRTimeline
One Wealth Advisors, LLC50,163$4.64M0.69%-2,40413F-HRTimeline
WealthCare Investment Partners, LLC52,564$4.52M1.92%+14,75313F-HRTimeline
Vigilare Wealth Management47,624$4.41M1.76%new13F-HRTimeline
Professional Financial Advisors, LLC47,454$4.39M1.12%-68013F-HRTimeline
NewEdge Advisors, LLC44,535$4.12M0.02%-15,42813F-HRTimeline
Cardinal Strategic Wealth Guidance43,781$4.05M1.29%+6,68113F-HRTimeline
AE Wealth Management LLC43,049$3.98M0.03%+6,06713F-HRTimeline
Detalus Advisors, LLC42,630$3.94M1.24%+2,03313F-HRTimeline
Tempus Wealth Planning, LLC42,203$3.91M1.17%+3,12413F-HRTimeline
Darrow Company, Inc.42,011$3.89M2.17%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP42,088$3.88M<0.01%new13F-HR/ATimelineGroup
Nova Wealth Management, Inc.41,498$3.84M3.31%+6,04213F-HR/ATimeline
Burt Wealth Advisors41,200$3.81M0.96%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…40,667$3.76M0.08%+3,43513F-HRTimelineGroup
Tidemark, LLC40,634$3.76M1.38%+3,59013F-HRTimeline
Delta Wealth Advisors LLC40,461$3.74M3.4%+1,36213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,389$3.74M0.01%+31,34413F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC40,357$3.73M0.13%+30,69513F-HRTimeline
Integrity Investment Advisors, LLC39,449$3.65M3.33%13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.39,048$3.61M1.82%+20313F-HRTimeline
Integrated Wealth Concepts LLC38,923$3.6M0.04%+3,97613F-HRTimeline
Schorn Wealth LLC38,832$3.59M1.18%+17,45813F-HRTimeline
Triad Wealth Partners, LLC38,207$3.54M1.1%+5,48813F-HRTimeline
Janney Montgomery Scott LLC37,704$3.49M0.01%-6,29313F-HRTimeline
MANCHESTER FINANCIAL INC37,042$3.43M0.77%+21,91913F-HRTimeline
LWM Advisory Services, LLC36,148$3.34M2.32%+1,10413F-HRTimeline
Beacon Capital Management, Inc.31,818$3.34M0.17%-6,98813F-HRTimeline
Financial Advocates Investment Manageme…34,453$3.19M0.22%-5,55013F-HRTimeline
AIFG Consultants Ltd.33,749$3.12M5.14%+72213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC32,507$3.01M1.2%-20,12013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.32,395$3M1.45%+16,28213F-HRTimeline
MAS Advisors LLC30,540$2.83M4.34%+9,08813F-HRTimeline
Cobblestone Asset Management LLC29,681$2.75M1.6%new13F-HRTimeline
Merit Financial Group, LLC29,476$2.73M0.04%+23,27613F-HRTimeline
TSA Wealth Managment LLC29,376$2.72M1.08%-3,49813F-HRTimeline
McNaughton Wealth Management, LLC29,283$2.71M1.32%new13F-HRTimeline
WIN ADVISORS, INC28,681$2.65M1.36%-76,43713F-HRTimeline
Allworth Financial LP27,923$2.59M0.01%-62713F-HRTimeline
Vertex Planning Partners, LLC27,888$2.58M0.56%+1,36913F-HRTimeline
Focus Financial Network, Inc.27,741$2.57M0.1%+1,91713F-HRTimeline
Beacon Pointe Advisors, LLC27,495$2.54M0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC26,925$2.49M0.01%+3,25013F-HRTimelineGroup
Maia Wealth LLC27,569$2.49M0.56%+1,81113F-HRTimeline
Prostatis Group LLC25,540$2.36M0.75%+6,35013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding25,196$2.33M+9,631Timeline
Endowment Wealth Management, Inc.24,880$2.3M1.48%+2,09413F-HRTimeline
D.A. DAVIDSON & CO.24,853$2.3M0.02%+15,26713F-HRTimeline
Advance Capital Management, Inc.24,781$2.29M0.11%+3,31013F-HRTimeline
Centerpoint Advisory Group24,752$2.29M2.25%+8,74113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\24,745$2.29M<0.01%+10,01813F-HRTimelineGroup
Berbice Capital Management LLC24,536$2.27M1.96%+11,18513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,040$2.22M<0.01%+2,31913F-HRTimelineGroup
Hobbs Wealth Management, LLC23,809$2.2M2.44%+1,56013F-HR/ATimeline
Jackson Wealth Management, LLC23,749$2.2M0.27%-58013F-HRTimeline
Cypress Wealth Services, LLC23,693$2.19M0.44%+1,87913F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV23,319$2.16M1.52%+75713F-HRTimeline
M1 Capital Management LLC22,435$2.08M1.3%+19,34213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,275$2.06M0.06%+21,87013F-HRTimelineGroup
CoreCap Advisors, LLC22,150$2.05M0.09%+4,06313F-HRTimeline
Betterment LLC21,788$2.02M<0.01%-1,95413F-HRTimeline
Spectrum Planning & Advisory Services I…21,572$2M1.66%+5,79313F-HRTimeline
Vista Cima Wealth Management LLC21,347$1.98M2.13%-3,09313F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC21,337$1.97M0.12%new13F-HRTimeline
Orca Investment Management, LLC20,868$1.93M1.93%+2813F-HRTimeline
Ashton Thomas Private Wealth, LLC20,514$1.9M0.07%+6,85713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,126$1.86M0.03%-7,19013F-HRTimelineGroup
ArborFi Advisors, LLC19,995$1.85M1.84%+6,24413F-HRTimeline
Federation des caisses Desjardins du Qu…19,532$1.81M0.01%+17,40013F-HRTimeline
Mayflower Financial Advisors, LLC19,349$1.79M0.27%-3,53713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…19,335$1.79M0.3%+25713F-HRTimeline
Synergy Investment Management, LLC19,122$1.77M0.74%+3,45913F-HRTimeline
Sigma Planning Corp19,010$1.76M0.06%+14,89613F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC18,280$1.69M1.25%-121,55313F-HRTimeline
Tradition Wealth Management, LLC18,061$1.67M0.15%+67713F-HRTimeline
Freedom Investment Management, Inc.18,005$1.67M0.14%+1713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth17,857$1.65M0.03%+3,72613F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd17,718$1.64M0.04%new13F-HRTimelineGroup
Mutual Advisors, LLC17,321$1.63M0.05%+2013F-HRTimeline
Apeiron RIA LLC17,531$1.62M0.49%+3,41613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.17,507$1.62M<0.01%-25,54013F-HRTimelineGroup
Kelly Financial Services LLC17,495$1.62M0.56%+4,93213F-HRTimeline
Avidian Wealth Enterprises, LLC17,339$1.6M0.07%-166,79613F-HRTimeline
Southland Equity Partners LLC17,309$1.6M0.37%+2,41613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,620$1.54M0.02%+6,55513F-HRTimelineGroup
Atria Investments, Inc16,381$1.52M0.02%+1,32913F-HRTimeline
Gen-Wealth Partners Inc16,128$1.49M0.62%+38413F-HRTimeline
CIBC WORLD MARKET INC.15,992$1.48M<0.01%-7,10913F-HRTimeline
Lifelong Wealth Advisors, Inc.15,883$1.47M0.69%+1,15013F-HRTimeline
GTS SECURITIES LLC15,868$1.47M0.06%new13F-HRTimeline
HRT FINANCIAL LP15,385$1.42M0.01%new13F-HRTimeline
Northwest Capital Management Inc14,853$1.37M0.56%-22713F-HRTimeline
BlueChip Wealth Advisors LLC14,537$1.35M0.66%+2,68113F-HRTimeline
Atom Investors LP14,479$1.34M0.16%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,394$1.33M0.12%+3,45213F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14,355$1.33M0.11%+1,09913F-HRTimeline
Belpointe Asset Management LLC14,265$1.32M0.07%+10,09813F-HRTimeline
Strait & Sound Wealth Management LLC14,255$1.32M0.61%+5,60013F-HRTimeline
Meridian Wealth Management, LLC14,203$1.31M0.06%+8,52013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,194$1.31M0.07%-1,78213F-HR/ATimelineGroup
Arkadios Wealth Advisors13,939$1.29M0.05%+2,79813F-HRTimeline
Creative Planningin group Creative Planning13,509$1.25M<0.01%+10,07913F-HRTimelineGroup
Horizon Investment Services, LLC13,483$1.25M0.61%+14313F-HRTimeline
AMERIFLEX GROUP, INC.13,411$1.24M0.51%+2,21313F-HRTimeline
FFG RETIREMENT ADVISORS LLC13,346$1.23M0.84%new13F-HRTimeline
Concorde Asset Management, LLC13,395$1.23M0.66%-65,71913F-HRTimeline
Dynamic Advisor Solutions LLC12,859$1.19M0.04%new13F-HRTimeline
PFG Advisors12,273$1.14M0.06%+1,33813F-HRTimeline