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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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,320,720$936M+2,150,680Timeline
LPL Financial LLC5,342,070$601M0.2%+1,762,82913F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,628,653$296M14.58%+1,388,28713F-HRTimeline
CWM, LLCin group CWM, LLC2,458,025$276M0.97%+1,144,82713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,411,349$271M0.02%+562,29013F-HRTimelineGroup
Clark Capital Management Group, Inc.2,226,301$250M1.74%+543,09313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,782,141$200M0.01%+1,252,49213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,097,393$120M0.21%+612,43213F-HR/ATimelineGroup
MONEY CONCEPTS CAPITAL CORP994,382$112M7.48%+195,93613F-HRTimeline
Orion Porfolio Solutions, LLC978,755$110M0.94%+266,20513F-HR/ATimeline
Cetera Investment Advisers956,288$108M0.18%+401,48113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC827,966$93.1M0.03%+501,66413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…812,704$91.4M0.07%+281,60113F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management802,816$90.3M13.64%+193,88213F-HRTimelineGroup
Cambridge Investment Research Advisors,…705,218$79.3M0.24%+181,36913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO649,186$73M0.01%-30,50913F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV592,909$66.7M9.28%+235,93413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN591,633$66.5M0.01%+333,90013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC508,615$57.2M0.17%+224,68713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC492,791$55.4M1.04%+251,87613F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.440,059$49.5M6.21%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP437,400$49.2M0.09%new13F-HRTimelineGroup
Marks Wealth, LLC430,616$48.4M15.71%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…428,698$48.2M0.08%+168,87713F-HRTimeline
Family Investment Center, Inc.423,841$47.7M10.8%+16,64413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.339,658$38.2M0.31%+30,69813F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…281,193$31.6M3.35%+45,94713F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA281,020$31.6M0.01%+44,58913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG274,208$30.8M0.01%-342,15013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC257,054$28.9M0.04%+135,72113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…247,366$27.8M0.06%+169,63113F-HR/ATimelineGroup
RVW Wealth, LLC226,007$25.4M2.16%+25,55613F-HRTimeline
Fortis Group Advisors, LLC218,999$25.3M4.6%+53,56413F-HRTimeline
HBW ADVISORY SERVICES LLC218,875$24.6M3.04%+35,68313F-HRTimeline
Insight Wealth Strategies, LLC221,074$24.5M3.09%-29813F-HRTimeline
Performance Wealth Partners, LLC215,419$24.2M0.78%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP206,300$23.2M0.02%-80,14513F-HRTimelineGroup
Triton Wealth Management, PLLC200,151$22.9M9.76%13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA200,000$22.5M0.05%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC190,527$21.4M0.03%+134,04913F-HRTimelineGroup
Sanctuary Advisors, LLC178,106$20M0.12%+124,11813F-HRTimeline
HighTower Advisors, LLC170,465$19.2M0.02%+76,21213F-HRTimeline
Austin Private Wealth, LLC169,633$19.1M1.51%+1,69413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC165,854$18.7M0.17%+61,56013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC165,330$18.6M<0.01%-38,92513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC162,649$18.3M0.44%+102,67313F-HRTimeline
WIN ADVISORS, INC157,070$17.7M8.52%+128,38913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.154,539$17.4M0.23%+137,91913F-HRTimelineGroup
Private Advisor Group, LLC153,358$17.2M0.09%+27,78313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC152,214$17.1M0.67%-1,82313F-HRTimelineGroup
Ethos Financial Group, LLC148,375$16.7M1.44%new13F-HRTimeline
Invst, LLC146,839$16.5M2.06%new13F-HRTimeline
Parker Investment Management, LLC141,338$15.9M2.44%new13F-HRTimeline
BFI Infinity Ltd.138,176$15.5M12.99%+128,65013F-HR/ATimeline
Vigilare Wealth Management136,473$15.3M5.75%+88,84913F-HRTimeline
One Capital Management, LLC136,330$15.3M0.53%-275,29313F-HRTimeline
Trilogy Capital Inc.135,739$15.3M0.74%-245,17913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…135,238$15.2M0.3%+7,88913F-HRTimelineGroup
Altus Wealth Group LLC131,514$14.8M6.54%+4,38113F-HRTimeline
Atria Investments, Inc130,195$14.6M0.17%+113,81413F-HRTimeline
SigFig Wealth Management, LLC128,364$14.4M0.48%+38,91413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC124,805$14M0.37%+5,74713F-HRTimelineGroup
Seros Financial, LLC123,761$13.9M8.82%-11,13513F-HRTimeline
Brookwood Investment Group LLC121,584$13.7M2.2%-110,82213F-HRTimeline
Kovack Advisors, Inc.121,504$13.7M1.34%new13F-HRTimeline
Financial Enhancement Group LLC121,605$13.6M1.95%-2,97113F-HRTimeline
IHT Wealth Management, LLC121,171$13.6M0.37%+2,07613F-HRTimeline
Bull Oak Capital, LLC113,569$12.8M5.82%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.112,714$12.7M0.32%+25,71613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.108,008$12.1M0.07%+42,93113F-HRTimeline
INTEGRITY ALLIANCE, LLC.106,652$12M0.66%-17,74413F-HRTimeline
Goldstein Advisors, LLC106,381$12M1.61%-1,79213F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP105,820$11.9M0.01%new13F-HRTimelineGroup
FISCHER INVESTMENT STRATEGIES, LLC99,987$11.2M7.55%+81,70713F-HRTimeline
IFG Advisory, LLC98,070$11M0.55%+1,17613F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…91,800$10.3M0.08%new13F-HRTimelineGroup
Mutual Advisors, LLC88,561$10.2M0.25%+71,24013F-HRTimeline
Perigon Wealth Management, LLC83,168$9.35M0.22%+11,96513F-HRTimeline
SIERRA OCEAN, LLC81,799$9.2M6.63%+8,05513F-HRTimeline
CFS Investment Advisory Services, LLC80,634$9.07M0.74%-53013F-HRTimeline
Clear Creek Financial Management, LLC80,248$9.03M0.86%+4,85713F-HRTimeline
Atria Wealth Solutions, Inc.79,320$8.92M0.2%-16,78713F-HRTimeline
WJ Wealth Management, LLC78,242$8.8M2.78%-10,43713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.76,100$8.56M<0.01%+23,22313F-HRTimelineGroup
Able Wealth Management LLC74,796$8.41M4.24%+6,42613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP74,686$8.4M0.01%+9,95913F-HRTimelineGroup
Centennial Wealth Advisory LLC73,986$8.19M2.6%+5,73513F-HRTimeline
MANCHESTER FINANCIAL INC72,492$8.15M1.71%+35,45013F-HRTimeline
Compass Financial Services Inc69,651$7.83M3.79%+68,88513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP69,853$7.81M0.01%+27,76513F-HRTimelineGroup
Tempus Wealth Planning, LLC68,406$7.69M1.92%+26,20313F-HRTimeline
Qube Research & Technologies Ltd67,517$7.59M0.01%-91,27513F-HRTimeline
StoneCrest Wealth Management, Inc.67,427$7.58M3.61%+5,22713F-HRTimeline
Horst & Graben Wealth Management LLC66,581$7.49M1.24%+3,04013F-HRTimeline
Steward Partners Investment Advisory, L…65,494$7.37M0.06%-2,16713F-HRTimeline
Financial Partners Group, Inc64,509$7.26M1%+6,58213F-HRTimeline
B. Riley Wealth Advisors, Inc.62,728$7.06M0.34%-6,20313F-HRTimeline
Physician Wealth Advisors, Inc.62,266$7M1.1%+18313F-HRTimeline
Colonial River Investments, LLC61,221$6.88M2.96%+8,76113F-HRTimeline
Global Retirement Partners, LLC60,206$6.77M0.17%13F-HRTimeline
WealthCare Investment Partners, LLC59,654$6.71M2.41%+7,09013F-HRTimeline
Jackson Wealth Management, LLC58,760$6.61M0.72%+35,01113F-HRTimeline
EWA, LLC58,448$6.57M2.07%-58013F-HRTimeline
Nova Wealth Management, Inc.56,650$6.37M4.68%+15,15213F-HRTimeline
Rollins Financial Advisors, LLC55,825$6.28M1%+44,00213F-HRTimeline
VestGen Advisors, LLC55,017$6.19M0.25%+3,99713F-HRTimeline
Berbice Capital Management LLC53,909$6.06M4.25%+29,37313F-HRTimeline
Tactive Advisors, LLC53,600$6.03M1.95%13F-HRTimeline
Security Financial Services, INC.53,166$5.98M1.06%-1,28513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC52,919$5.95M0.15%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC52,824$5.94M0.16%+12,46713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …52,387$5.89M0.08%+32,26113F-HRTimelineGroup
AE Wealth Management LLC52,252$5.88M0.04%+9,20313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…52,231$5.87M0.16%+29,95613F-HRTimelineGroup
VICUS CAPITAL51,945$5.84M0.49%-18,83713F-HRTimeline
One Wealth Advisors, LLC50,958$5.73M0.8%+79513F-HRTimeline
GeoWealth Management, LLC50,889$5.72M0.22%+43,44213F-HRTimeline
Geneos Wealth Management Inc.49,886$5.61M0.14%-29,80613F-HRTimeline
KWB Wealth60,625$5.61M0.68%+91113F-HRTimeline
NewEdge Advisors, LLC49,744$5.59M0.03%+5,20913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…48,769$5.49M0.2%+43,05513F-HRTimelineGroup
Professional Financial Advisors, LLC48,259$5.43M1.26%+80513F-HRTimeline
Integrity Investment Advisors, LLC47,430$5.33M4.1%+7,98113F-HRTimeline
Stonebrook Private Inc.47,367$5.33M1.25%-4,37213F-HRTimeline
Chicago Partners Investment Group LLC46,313$5.3M0.15%new13F-HRTimeline
Triad Wealth Partners, LLC46,710$5.25M1.06%+8,50313F-HRTimeline
Alpha Zero LLC45,687$5.14M3.35%+34,93013F-HRTimeline
Darrow Company, Inc.45,666$5.14M2.6%+3,65513F-HRTimeline
Meridian Wealth Management, LLC43,073$4.84M0.21%+28,87013F-HRTimeline
Tidemark, LLC42,388$4.77M1.54%+1,75413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…42,228$4.75M0.11%+1,56113F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …42,200$4.75M0.31%+35,35413F-HR/ATimeline
Delta Wealth Advisors LLC41,564$4.67M3.92%+1,10313F-HRTimeline
Detalus Advisors, LLC41,202$4.63M1.34%-1,42813F-HRTimeline
Burt Wealth Advisors41,200$4.63M1.06%013F-HRTimeline
Cardinal Strategic Wealth Guidance40,893$4.6M1.33%-2,88813F-HRTimeline
Integrated Wealth Concepts LLC40,618$4.57M0.05%+1,69513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC40,100$4.51M0.01%new13F-HRTimeline
Centerpoint Advisory Group40,055$4.5M3.91%+15,30313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding39,936$4.49M+14,740Timeline
TUDOR INVESTMENT CORP ET AL39,558$4.45M0.03%-22,34113F-HRTimeline
SMITH, MOORE & CO.39,513$4.44M0.37%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC39,377$4.43M0.31%+18,04013F-HRTimeline
Janney Montgomery Scott LLC39,124$4.4M0.01%+1,42013F-HRTimeline
LWM Advisory Services, LLC38,862$4.37M3.01%+2,71413F-HRTimeline
Schorn Wealth LLC37,923$4.27M1.41%-90913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…37,738$4.24M0.22%+33,80413F-HRTimelineGroup
Convergence Financial, LLC36,901$4.15M0.71%new13F-HRTimeline
Eagle Capital Management, LLC36,125$4.06M1.79%new13F-HRTimeline
World Investment Advisors35,281$3.97M0.09%+27,18213F-HRTimeline
Financial Advocates Investment Manageme…34,946$3.93M0.32%+49313F-HRTimeline
PEAK FINANCIAL ADVISORS LLC34,106$3.84M1.96%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED33,152$3.73M0.31%+27,66613F-HRTimeline
AIFG Consultants Ltd.32,485$3.65M7.12%-1,26413F-HRTimeline
Merit Financial Group, LLC32,290$3.63M0.04%+2,81413F-HRTimeline
Golden State Wealth Management, LLC31,836$3.58M0.44%+31,78613F-HRTimeline
Beacon Capital Management, Inc.31,495$3.54M0.18%-32313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …31,304$3.52M0.08%new13F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC31,278$3.52M1.28%-1,22913F-HRTimeline
Focus Financial Network, Inc.29,386$3.31M0.13%+1,64513F-HRTimeline
McNaughton Wealth Management, LLC29,364$3.3M1.47%+8113F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.29,129$3.28M1.72%-3,26613F-HRTimeline
First Heartland Consultants, Inc.29,153$3.28M0.29%+20,35713F-HRTimeline
Advance Capital Management, Inc.28,844$3.24M0.15%+4,06313F-HRTimeline
TSA Wealth Managment LLC28,834$3.24M1.18%-54213F-HRTimeline
Vertex Planning Partners, LLC28,543$3.21M0.67%+65513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC28,350$3.19M0.01%+1,42513F-HRTimelineGroup
Maia Wealth LLC28,108$3.16M0.6%+53913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,545$3.1M0.24%+13,15113F-HRTimeline
Beacon Pointe Advisors, LLC27,375$3.08M0.03%-12013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC27,220$3.06M0.07%new13F-HRTimeline
Allworth Financial LP27,026$3.04M0.01%-89713F-HRTimeline
Kelly Financial Services LLC26,633$3M0.88%+9,13813F-HRTimeline
Cobblestone Asset Management LLC26,627$2.99M1.57%-3,05413F-HRTimeline
ArborFi Advisors, LLC26,507$2.98M2.62%+6,51213F-HRTimeline
Endowment Wealth Management, Inc.26,370$2.97M1.53%+1,49013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\26,298$2.96M<0.01%+1,55313F-HRTimelineGroup
ORSER CAPITAL MANAGEMENT, LLC26,185$2.95M2.1%new13F-HRTimeline
MAS Advisors LLC25,994$2.92M4.78%-4,54613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/25,734$2.89M<0.01%+1,69413F-HR/ATimelineGroup
CIBC WORLD MARKET INC.25,142$2.83M0.01%+9,15013F-HRTimeline
Lionsbridge Wealth Management LLC25,136$2.83M2.81%new13F-HRTimeline
CoreCap Advisors, LLC25,081$2.82M0.11%+2,93113F-HRTimeline
D.A. DAVIDSON & CO.25,062$2.82M0.02%+20913F-HRTimeline
Hobbs Wealth Management, LLC25,030$2.82M2.69%+1,22113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.24,983$2.81M1.28%-14,06513F-HRTimeline
Cypress Wealth Services, LLC24,904$2.8M0.5%+1,21113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS24,734$2.78M<0.01%-415,58913F-HRTimelineGroup
Prostatis Group LLC23,770$2.67M0.77%-1,77013F-HRTimeline
Kingsview Wealth Management, LLC22,866$2.57M0.04%new13F-HRTimeline
M1 Capital Management LLC22,567$2.54M1.28%+13213F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC21,888$2.46M1.88%+21,79513F-HRTimeline
Mayflower Financial Advisors, LLC21,583$2.43M0.34%+2,23413F-HRTimeline
Advyzon Investment Management, LLC21,491$2.42M0.54%new13F-HRTimeline
Worth Asset Management, LLC21,473$2.42M1.19%new13F-HRTimeline
Betterment LLC21,346$2.4M0.01%-44213F-HRTimeline
Mascagni Wealth Management, Inc.21,249$2.39M2.04%+16,38613F-HRTimeline
Vista Cima Wealth Management LLC21,220$2.39M2.23%-12713F-HRTimeline
Ashton Thomas Private Wealth, LLC21,115$2.37M0.08%+60113F-HRTimeline
Federation des caisses Desjardins du Qu…20,780$2.34M0.01%+1,24813F-HRTimeline