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Disclosery

SPMO INVESCO EXCH TRADED FD TR II

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SHS (fund)

568 managers (573 13F filers) reported a position in SPMO shares at 2025-09-30, 58,167,934 shares in all. 134 filers opened a position and 31 filers sold out during the quarter.

Managers
568
13F filers
573
New
134
Added
274
Reduced
133
Sold out
31
Shares held by filers
58,167,934

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LPL Financial LLC6,442,003$780M0.23%+1,099,93313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,163,133$504M-4,157,587Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,785,766$337M0.03%+374,41713F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC2,622,555$317M0.95%+164,53013F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC2,619,913$317M2.59%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,482,943$301M0.02%+700,80213F-HR/ATimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,364,314$165M16.56%-1,264,33913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,341,003$162M0.05%+513,03713F-HRTimelineGroup
Cetera Investment Advisers1,166,936$141M0.16%+210,64813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,162,367$137M0.19%+64,97413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,099,802$133M0.09%+287,09813F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP997,865$121M7.45%+3,48313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN882,057$107M0.02%+290,42413F-HRTimelineGroup
Clark Capital Management Group, Inc.861,413$104M0.65%-1,364,88813F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management854,512$103M14.56%+51,69613F-HRTimelineGroup
Cambridge Investment Research Advisors,…838,769$102M0.28%+133,55113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO699,985$84.7M0.01%+50,79913F-HR/ATimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…622,529$75.4M8.16%+341,33613F-HR/ATimelineGroup
PLANNING ALTERNATIVES LTD /ADV599,180$72.5M9.31%+6,27113F-HRTimeline
MML INVESTORS SERVICES, LLC560,360$67.8M0.18%+51,74513F-HRTimeline
Marks Wealth, LLC559,697$67.8M20.93%+129,08113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP543,500$65.8M0.1%+106,10013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…537,274$65M0.2%new13F-HRTimelineGroup
Private Advisor Group, LLC516,283$62.5M0.31%+362,92513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…499,910$60.2M0.09%+71,21213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.436,917$52.9M0.39%+97,25913F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.417,092$50.5M5.86%-22,96713F-HRTimeline
Orion Porfolio Solutions, LLC384,905$46.6M0.36%-593,85013F-HRTimeline
Family Investment Center, Inc.370,351$44.8M9.31%-53,49013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA337,887$40.9M0.01%+56,86713F-HRTimelineGroup
UBS Group AGin group UBS Group AG319,993$38.7M0.01%+45,78513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC315,389$38.2M0.05%+58,33513F-HRTimeline
Performance Wealth Partners, LLC313,072$37.9M1.06%+97,65313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC296,678$35.9M0.81%+243,75913F-HRTimeline
Invst, LLC281,812$34.1M3.88%+134,97313F-HRTimeline
Mariner, LLCin group Mariner, LLC279,763$33.9M0.04%+89,23613F-HRTimelineGroup
Qube Research & Technologies Ltd257,485$31.2M0.04%+189,96813F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC254,544$30.8M18.49%+154,55713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP251,714$30.5M2.55%new13F-HRTimelineGroup
Meridian Wealth Management, LLC243,512$29.5M1.13%+200,43913F-HRTimeline
HighTower Advisors, LLC243,400$29.5M0.03%+72,93513F-HRTimeline
Kovack Advisors, Inc.237,819$28.8M2.71%+116,31513F-HRTimeline
RVW Wealth, LLC235,879$28.6M2.23%+9,87213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP233,963$28.3M0.03%+27,66313F-HRTimelineGroup
Fortis Group Advisors, LLC230,510$28.1M4.83%+11,51113F-HRTimeline
HBW ADVISORY SERVICES LLC229,405$27.8M3.13%+10,53013F-HRTimeline
Advance Capital Management, Inc.226,193$27.4M1.19%+197,34913F-HRTimeline
Insight Wealth Strategies, LLC219,768$26.6M3.13%-1,30613F-HRTimeline
Triton Wealth Management, PLLC212,958$26.1M9.92%+12,80713F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP212,881$25.8M0.03%+107,06113F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.208,284$25.2M5.5%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP207,825$25.1M0.02%+137,97213F-HRTimelineGroup
Seros Financial, LLC201,404$24.4M14.75%+77,64313F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC198,768$24.1M0.4%-294,02313F-HRTimelineGroup
Sanctuary Advisors, LLC197,974$24M0.14%+19,86813F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management195,748$23.7M0.28%+183,70513F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL171,820$20.8M0.13%+132,26213F-HR/ATimeline
Ethos Financial Group, LLC169,005$20.5M1.61%+20,63013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.165,051$20M0.24%+10,51213F-HRTimelineGroup
NRI Wealth Management LC163,848$19.8M10.6%new13F-HRTimeline
CIBC WORLD MARKET INC.162,554$19.7M0.04%+137,41213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…153,979$18.6M0.04%-93,38713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC150,833$18.3M0.39%-11,81613F-HRTimeline
Austin Private Wealth, LLC150,764$18.3M1.41%-18,86913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC150,056$18.2M0.64%-2,15813F-HRTimelineGroup
Trilogy Capital Inc.149,642$18.1M0.84%+13,90313F-HRTimeline
BFI Infinity Ltd.149,570$18.1M12.05%+11,39413F-HR/ATimeline
Bull Oak Capital, LLC148,095$17.9M7.61%+34,52613F-HRTimeline
Federation des caisses Desjardins du Qu…142,092$17.2M0.07%+121,31213F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC141,047$17.1M7.23%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…138,644$16.8M0.29%+3,40613F-HRTimelineGroup
Altus Wealth Group LLC137,743$16.7M6.85%+6,22913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC137,273$16.6M0.13%-28,58113F-HRTimelineGroup
WIN ADVISORS, INC133,510$16.2M7.87%-23,56013F-HRTimeline
RFG Advisory, LLC126,354$15.3M0.32%+109,33013F-HRTimeline
Atria Investments, Inc125,995$15.3M0.17%-4,20013F-HRTimeline
Financial Enhancement Group LLC120,670$14.7M1.97%-93513F-HRTimeline
SIERRA OCEAN, LLC120,824$14.6M12.29%+39,02513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC120,346$14.6M0.36%-4,45913F-HRTimelineGroup
Vigilare Wealth Management119,871$14.5M5.03%-16,60213F-HRTimeline
HARBOUR INVESTMENTS, INC.117,913$14.3M0.32%+5,19913F-HRTimeline
One Capital Management, LLC117,896$14.3M0.46%-18,43413F-HRTimeline
INTEGRITY ALLIANCE, LLC.117,652$14.2M0.67%+11,00013F-HRTimeline
Venture Visionary Partners LLC115,414$14M0.48%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP112,883$13.7M0.02%+38,19713F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC109,570$13.3M4.9%new13F-HRTimeline
Summit Financial, LLC107,470$13M0.2%new13F-HRTimeline
Able Wealth Management LLC106,496$12.9M4.85%+31,70013F-HRTimeline
Perigon Wealth Management, LLC106,328$12.9M0.26%+23,16013F-HRTimeline
Goldstein Advisors, LLC101,206$12.3M1.49%-5,17513F-HRTimeline
MANCHESTER FINANCIAL INC93,341$11.3M2.26%+20,84913F-HRTimeline
Mutual Advisors, LLC92,424$11.1M0.24%+3,86313F-HRTimeline
Lifestyle Asset Management, Inc.91,770$11.1M3.79%new13F-HRTimeline
Steward Partners Investment Advisory, L…91,314$11.1M0.06%+25,82013F-HRTimeline
StoneCrest Wealth Management, Inc.84,728$10.3M4.49%+17,30113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS84,452$10.2M0.01%+59,71813F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd85,500$10M0.86%new13F-HRTimeline
Janney Montgomery Scott LLC80,692$9.77M0.02%+41,56813F-HRTimeline
Compass Financial Services Inc80,182$9.71M4.29%+10,53113F-HRTimeline
CFS Investment Advisory Services, LLC78,176$9.51M0.71%-2,45813F-HRTimeline
Chicago Partners Investment Group LLC76,140$9.4M0.25%+29,82713F-HRTimeline
Concorde Asset Management, LLC77,261$9.32M3.9%13F-HRTimeline
Tempus Wealth Planning, LLC76,135$9.22M2.12%+7,72913F-HRTimeline
Alpha Zero LLC75,714$9.17M5.31%+30,02713F-HRTimeline
Clear Creek Financial Management, LLC75,641$9.16M0.79%-4,60713F-HRTimeline
World Investment Advisors74,809$9.06M0.19%+39,52813F-HRTimeline
Eagle Capital Management, LLC72,222$8.74M3.3%+36,09713F-HRTimeline
WJ Wealth Management, LLC71,670$8.72M3.83%-6,57213F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.71,978$8.71M<0.01%-4,12213F-HRTimelineGroup
Financially Speaking Inc71,652$8.67M5.7%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…70,106$8.49M0.29%+21,33713F-HRTimelineGroup
Financial Partners Group, Inc70,077$8.48M1.06%+5,56813F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…69,711$8.44M<0.01%new13F-HRTimelineGroup
Brookwood Investment Group LLC69,573$8.42M1.09%-52,01113F-HRTimeline
Tactive Advisors, LLC68,672$8.31M2.35%+15,07213F-HRTimeline
Colonial River Investments, LLC66,785$8.08M2.98%+5,56413F-HRTimeline
Horst & Graben Wealth Management LLC66,653$8.07M1.23%+7213F-HRTimeline
Per Stirling Capital Management, LLC.65,946$7.98M0.95%+59,12513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC65,100$7.88M0.19%+12,27613F-HRTimeline
WealthCare Investment Partners, LLC64,593$7.79M2.53%+4,93913F-HRTimeline
First Heartland Consultants, Inc.63,141$7.64M0.62%+33,98813F-HRTimeline
Rollins Financial Advisors, LLC61,903$7.49M1.13%+6,07813F-HRTimeline
Physician Wealth Advisors, Inc.61,722$7.47M1.06%-54413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV61,191$7.41M0.46%new13F-HRTimeline
VestGen Advisors, LLC60,543$7.33M0.24%+5,52613F-HRTimeline
Berbice Capital Management LLC60,134$7.28M4.48%+6,22513F-HRTimeline
KWB Wealth64,493$7.25M0.8%+3,86813F-HRTimeline
Jackson Wealth Management, LLC59,806$7.24M0.72%+1,04613F-HRTimeline
IFG Advisory, LLC59,696$7.23M0.33%-38,37413F-HRTimeline
Integrity Investment Advisors, LLC59,163$7.16M4.75%+11,73313F-HRTimeline
GeoWealth Management, LLC59,045$7.15M0.26%+8,15613F-HRTimeline
Nova Wealth Management, Inc.58,934$7.13M5.02%+2,28413F-HRTimeline
Global Retirement Partners, LLC58,800$7.12M0.16%-1,40613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC57,577$6.97M0.43%+18,20013F-HRTimeline
EWA, LLC56,728$6.87M1.9%-1,72013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding56,537$6.84M+16,601Timeline
Centerpoint Advisory Group56,194$6.8M5.3%+16,13913F-HRTimeline
Triad Wealth Partners, LLC55,100$6.67M0.86%+8,39013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …54,942$6.65M0.14%+23,63813F-HRTimelineGroup
AE Wealth Management LLC54,061$6.54M0.04%+1,80913F-HRTimeline
NAPA WEALTH MANAGEMENT53,579$6.49M3.04%new13F-HRTimeline
Geneos Wealth Management Inc.53,067$6.42M0.16%+3,18113F-HRTimeline
One Wealth Advisors, LLC52,232$6.32M0.79%+1,27413F-HRTimeline
Security Financial Services, INC.51,655$6.25M1.01%-1,51113F-HRTimeline
IHT Wealth Management, LLC50,927$6.17M0.16%-70,24413F-HRTimeline
VICUS CAPITAL50,721$6.14M0.47%-1,22413F-HRTimeline
NewEdge Advisors, LLC50,205$6.08M0.03%+46113F-HRTimeline
Norris Financial Group, LLC50,136$6.07M2.22%new13F-HRTimeline
Professional Financial Advisors, LLC49,768$6.02M1.27%+1,50913F-HRTimeline
Dynamic Advisor Solutions LLC48,952$5.93M0.17%+32,62213F-HRTimeline
Stonebrook Private Inc.48,895$5.92M1.28%+1,52813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…48,253$5.84M0.12%+6,02513F-HRTimelineGroup
Integrated Wealth Concepts LLC48,147$5.83M0.05%+7,52913F-HRTimeline
THREADGILL FINANCIAL, LLC46,997$5.69M2.76%new13F-HRTimeline
Darrow Company, Inc.47,453$5.67M2.63%+1,78713F-HRTimeline
Sigma Planning Corp46,821$5.67M0.16%+26,43813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC46,175$5.59M1.02%new13F-HRTimeline
Belpointe Asset Management LLC45,624$5.52M0.21%+32,71613F-HRTimeline
SigFig Wealth Management, LLC45,259$5.46M0.17%-83,10513F-HRTimeline
Merit Financial Group, LLC43,765$5.3M0.05%+11,47513F-HR/ATimeline
Tidemark, LLC42,582$5.15M1.5%+19413F-HRTimeline
SMITH, MOORE & CO.41,516$5.03M0.38%+2,00313F-HRTimeline
Delta Wealth Advisors LLC41,412$5.01M3.92%-15213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC41,341$5M0.3%+13,79613F-HRTimeline
Capital Investment Counsel, LLC41,240$4.99M0.74%new13F-HRTimeline
Burt Wealth Advisors41,200$4.99M1.22%013F-HRTimeline
Pachira Investments Inc.41,072$4.97M2.79%+28,15413F-HRTimeline
Schorn Wealth LLC40,795$4.94M1.51%+2,87213F-HRTimeline
Cardinal Strategic Wealth Guidance40,689$4.93M1.32%-20413F-HRTimeline
Detalus Advisors, LLC39,953$4.84M1.25%-1,24913F-HRTimeline
Cornerstone Wealth Management, LLC39,717$4.81M0.27%+26,82913F-HRTimeline
Golden State Wealth Management, LLC38,765$4.69M0.52%+6,92913F-HRTimeline
Foundations Investment Advisors, LLC37,343$4.52M0.07%+35,12513F-HRTimeline
LWM Advisory Services, LLC37,333$4.52M2.63%-1,52913F-HRTimeline
Lionsbridge Wealth Management LLC37,084$4.49M4.42%+11,94813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …36,954$4.47M0.26%-5,24613F-HRTimeline
Kingsview Wealth Management, LLC36,777$4.45M0.07%+13,91113F-HRTimeline
PEAK FINANCIAL ADVISORS LLC36,643$4.44M2.13%+2,53713F-HRTimeline
Convergence Financial, LLC35,736$4.33M0.65%-1,16513F-HRTimeline
Legacy Financial Strategies, LLC35,262$4.27M0.77%new13F-HRTimeline
Trademark Financial Management, LLC34,772$4.21M2.45%+31,58513F-HRTimeline
JPL Wealth Management, LLC34,468$4.17M0.99%new13F-HRTimeline
Farther Finance Advisors, LLC33,622$4.07M0.06%+29,00013F-HRTimeline
Allworth Financial LP33,335$4.04M0.02%+6,30913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …32,926$3.99M0.05%-19,46113F-HRTimelineGroup
Payne Capital LLC32,799$3.97M4.03%13F-HRTimeline
Wealth Advisors of Iowa, LLC31,069$3.76M1.28%new13F-HRTimeline
Beacon Capital Management, Inc.30,630$3.71M0.18%-86513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC30,601$3.7M0.07%+3,38113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.30,254$3.66M0.16%+12,25313F-HRTimelineGroup
Financial Advocates Investment Manageme…30,187$3.65M2.05%-4,75913F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding30,125$3.65MnewTimeline
AIFG Consultants Ltd.29,961$3.63M6.39%-2,52413F-HRTimeline
Focus Financial Network, Inc.29,953$3.63M0.13%+56713F-HRTimeline
Prostatis Group LLC29,854$3.61M0.91%+6,08413F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.29,290$3.55M1.73%+16113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC29,182$3.53M1.12%-2,09613F-HRTimeline
Maia Wealth LLC29,143$3.52M0.59%+1,03513F-HRTimeline
Vertex Planning Partners, LLC28,855$3.49M0.67%+31213F-HRTimeline
Endowment Wealth Management, Inc.28,650$3.47M1.57%+2,28013F-HRTimeline