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Disclosery

SPMO INVESCO EXCH TRADED FD TR II

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SHS (fund)

651 managers (656 13F filers) reported a position in SPMO shares at 2026-03-31, 57,504,188 shares in all. 82 filers opened a position and 64 filers sold out during the quarter.

Managers
651
13F filers
656
New
82
Added
343
Reduced
174
Sold out
64
Shares held by filers
57,504,188

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC6,792,814$762M0.2%+168,32613F-HRTimeline
CWM, LLCin group CWM, LLC3,591,581$403M1.06%+599,39913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,209,358$360M0.03%-99,29113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,127,907$351M0.02%+445,03013F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC2,413,072$271M2.29%-42,21013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,565,729$176M0.05%-160,42013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,546,683$173M0.11%+169,77813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,362,736$153M-7,098Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,365,188$147M0.01%+134,11013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,224,459$137M0.03%+236,32513F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…1,063,931$119M0.31%+175,25713F-HRTimeline
Cetera Investment Advisers1,019,537$114M0.12%-47,05813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.815,004$91.4M0.13%-192,69213F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management791,714$88.8M12.91%-57,28713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.711,104$84.5M0.54%+130,95213F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV744,409$83.5M10.77%+138,91513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…656,268$73.6M9.14%+33,15713F-HR/ATimelineGroup
MONEY CONCEPTS CAPITAL CORP619,748$69.5M3.84%-395,98513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…586,058$65.7M0.13%+40,38513F-HRTimelineGroup
Private Advisor Group, LLC562,480$63.1M0.3%+35,63013F-HRTimeline
MML INVESTORS SERVICES, LLC482,823$54.1M0.15%-84,17713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP461,741$50.9M0.02%+129,42513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC377,857$42.4M0.06%-2,19113F-HRTimeline
Family Investment Center, Inc.359,290$40.3M7.75%-17,04313F-HRTimeline
Performance Wealth Partners, LLC354,176$39.7M1.15%+16,03413F-HRTimeline
UBS Group AGgroup of 2 filers holding344,458$38.6M+46,602Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…317,849$36.5M0.08%-276,18313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA320,865$36M0.01%-79,36013F-HRTimelineGroup
Independent Advisor Alliance317,656$35.6M0.38%+315,08913F-HRTimeline
Invst, LLC310,790$34.8M3.94%+3,97213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…300,003$33.6M0.39%new13F-HRTimelineGroup
Sanctuary Advisors, LLC288,988$32.4M0.18%+9,18713F-HRTimeline
HighTower Advisors, LLC286,061$32.1M0.03%+3,39913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC283,971$31.8M0.66%-56,06113F-HRTimeline
Triton Wealth Management, PLLC274,253$31.6M11.71%+32,63613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC266,464$29.9M1.03%+13,82113F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP252,266$28.3M2.25%+3,92413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC252,190$28.3M0.04%+244,73713F-HRTimelineGroup
RVW Wealth, LLC247,209$27.7M2.16%+8,32313F-HRTimeline
Meridian Wealth Management, LLC246,978$27.7M0.98%+31313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV243,892$27.3M0.04%+107,47213F-HRTimeline
HBW ADVISORY SERVICES LLC243,249$27.3M2.87%+12,74913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP236,253$26.5M0.02%-18,11313F-HRTimelineGroup
Davidson Capital Management Inc.233,423$26.2M4.74%+227,56313F-HRTimeline
Advance Capital Management, Inc.232,079$26M0.99%+1,70513F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.212,872$23.9M4.76%+11,63413F-HRTimeline
Mariner, LLCin group Mariner, LLC211,168$23.7M0.03%-55,36413F-HRTimelineGroup
Goldstein Advisors, LLC202,658$22.7M2.52%+8,11013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.197,069$22.1M0.25%-2,56613F-HRTimelineGroup
Insight Wealth Strategies, LLC188,038$21.1M2.35%-35,54813F-HRTimeline
Perigon Wealth Management, LLC187,566$21M0.38%+13,89213F-HRTimeline
Seros Financial, LLC186,556$20.9M13.31%-36,96913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC185,380$20.8M0.48%+15,21513F-HRTimelineGroup
Bull Oak Capital, LLC175,441$19.7M7.56%+17,48813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC170,157$19.1M1.14%+21,79013F-HRTimeline
Triad Wealth Partners, LLC166,082$18.6M1.48%+56,17513F-HRTimeline
RFG Advisory, LLC165,964$18.6M0.34%+9,72313F-HRTimeline
Financial Enhancement Group LLC138,814$17.8M2.21%+9,77513F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC152,154$17.1M9.95%-49,23413F-HRTimeline
ADAPT WEALTH ADVISORS, LLC150,151$16.8M6.1%+7,78313F-HRTimeline
CFS Investment Advisory Services, LLC130,158$16.7M1.15%+25613F-HRTimeline
Modern Wealth Management, LLC145,804$16.7M0.29%+17,20813F-HRTimeline
MANCHESTER FINANCIAL INC145,509$16.3M3.13%+31,51913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC142,754$16M0.13%+13,47413F-HRTimelineGroup
Altus Wealth Group LLC142,258$15.9M6.54%-2,78113F-HRTimeline
Venture Visionary Partners LLC141,074$15.8M0.53%+23,77713F-HRTimeline
NewEdge Advisors, LLC141,030$15.8M0.06%+4,78313F-HR/ATimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC139,331$15.6M9.13%+5,19613F-HRTimeline
INTEGRITY ALLIANCE, LLC.137,342$15.4M0.59%+9,03013F-HRTimeline
Trilogy Capital Inc.136,644$15.3M0.68%-1,85513F-HRTimeline
JTC Employer Solutions Trustee Ltd126,800$14.9M1.24%013F-HRTimeline
KWB Wealth123,490$14.7M1.46%-1,63513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding131,328$14.7M+94,334Timeline
SIERRA OCEAN, LLC130,761$14.7M12.03%+5,23013F-HRTimeline
Steward Partners Investment Advisory, L…128,422$14.4M0.07%+15,48613F-HRTimeline
Horst & Graben Wealth Management LLC108,755$14.4M1.97%+7,31713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC125,737$14.1M<0.01%+122,97813F-HR/ATimelineGroup
Summit Financial, LLC119,291$13.4M0.17%+12,67313F-HRTimeline
Mason & Associates Inc122,126$13.2M2.56%+2,52513F-HRTimeline
Fortis Group Advisors, LLC96,279$12.9M2.13%-38,37613F-HRTimeline
Dynamic Advisor Solutions LLC114,165$12.8M0.4%+8,06413F-HRTimeline
Chicago Partners Investment Group LLC98,727$12.7M0.28%+2,31813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP110,677$12.4M0.02%+80113F-HRTimelineGroup
Green Ridge Wealth Planning LLC104,869$11.8M6.19%-8,94113F-HRTimeline
Physician Wealth Advisors, Inc.104,690$11.7M1.63%+5,61613F-HRTimeline
AE Wealth Management LLC102,886$11.5M0.06%+31,64513F-HRTimeline
Lifestyle Asset Management, Inc.101,659$11.4M3.72%+11,65313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…97,865$11M0.12%-64,31013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC97,009$10.9M0.34%+76,39213F-HRTimeline
Alpha Zero LLC95,683$10.7M5.43%+5,78913F-HRTimeline
Clear Creek Financial Management, LLC93,008$10.4M0.8%-6,18713F-HRTimeline
StoneCrest Wealth Management, Inc.92,550$10.4M4.39%+1,34613F-HRTimeline
Janney Montgomery Scott LLC92,133$10.3M0.03%+3313F-HRTimeline
Oxford Wealth Group, LLC89,747$10.1M5.5%-79,20013F-HRTimeline
Stonebrook Private Inc.89,397$10M2.13%+33913F-HRTimeline
HARBOUR INVESTMENTS, INC.89,114$9.99M0.15%-18,88413F-HRTimeline
Compass Financial Services Inc88,356$9.91M4.29%+3,50813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…87,179$9.77M0.32%+8,30213F-HRTimelineGroup
Able Wealth Management LLC87,171$9.77M2.61%-33,20813F-HRTimeline
Ethos Financial Group, LLC86,153$9.66M0.71%-99813F-HRTimeline
One Wealth Advisors, LLC85,714$9.61M1.2%+2,91313F-HRTimeline
Security Financial Services, INC.85,329$9.57M1.51%+2,03513F-HRTimeline
Integrity Investment Advisors, LLC85,321$9.57M5.19%+6,81613F-HRTimeline
HUB Investment Partners, LLC84,334$9.45M0.23%new13F-HRTimeline
Kovack Advisors, Inc.82,905$9.43M0.5%-203,46913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC82,534$9.25M0.3%-84,02313F-HRTimeline
VestGen Advisors, LLC63,415$9.16M0.26%-5,56913F-HRTimeline
Financial Partners Group, Inc77,475$8.69M1.04%+2,72213F-HRTimeline
Detalus Advisors, LLC76,156$8.54M1.95%+4,99613F-HRTimeline
Rollins Financial Advisors, LLC75,951$8.51M1.35%+2,97013F-HRTimeline
Eagle Capital Management, LLC75,110$8.42M3.32%+1,02213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.74,569$8.36M<0.01%+2,64913F-HRTimelineGroup
Centerpoint Advisory Group74,300$8.33M6.27%+9,16613F-HRTimeline
IHT Wealth Management, LLC73,857$8.28M0.19%+37713F-HRTimeline
Nova Wealth Management, Inc.73,076$8.19M5.34%+7,95213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…72,865$8.17M0.02%-164,34413F-HR/ATimelineGroup
Capital Developers, LLC72,036$8.08M7.27%+2,09313F-HRTimeline
WealthCare Investment Partners, LLC68,615$7.91M2.2%+1,21613F-HRTimeline
Colonial River Investments, LLC70,539$7.91M2.83%+1,55113F-HRTimeline
Integrated Wealth Concepts LLC69,615$7.8M0.06%+21,30913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV68,631$7.69M0.4%+3,37713F-HRTimeline
WJ Wealth Management, LLC67,079$7.52M3.52%-5,69813F-HRTimeline
JPL Wealth Management, LLC66,973$7.51M1.73%+13,26813F-HR/ATimeline
Keating Financial Advisory Services, In…66,589$7.47M1.21%+14,99513F-HRTimeline
Cardinal Strategic Wealth Guidance64,652$7.25M1.91%+1,79813F-HRTimeline
TABR Capital Management, LLC64,457$7.23M6.65%+1,45413F-HRTimeline
Hutchens & Kramer Investment Management…64,241$7.2M2.28%+44,59513F-HRTimeline
Trademark Financial Management, LLC63,409$7.11M3.48%+4,36413F-HRTimeline
Endowment Wealth Management, Inc.62,874$7.05M3.12%+3,99613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC61,271$6.87M0.15%-10,54113F-HR/ATimeline
Creative Planningin group Creative Planning61,263$6.87M<0.01%+11,49613F-HRTimelineGroup
Pachira Investments Inc.60,910$6.83M3.19%+1,56113F-HRTimeline
IFC & Insurance Marketing, Inc.60,362$6.77M7.06%+18,54413F-HRTimeline
THREADGILL FINANCIAL, LLC58,849$6.6M1.92%+65913F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC57,831$6.48M2.72%-85,11413F-HRTimeline
Next Level Private LLC57,026$6.39M1.44%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …56,682$6.35M0.12%-41313F-HRTimelineGroup
World Investment Advisors55,992$6.28M0.1%-5,95113F-HRTimeline
Sigma Planning Corp55,845$6.26M0.17%+3,08613F-HRTimeline
Waverly Advisors, LLC55,500$6.22M0.05%+7,65813F-HRTimeline
Tempus Wealth Planning, LLC54,922$6.16M1.42%-23,64613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…53,548$6M0.11%+3,85913F-HRTimelineGroup
Concorde Asset Management, LLC53,272$5.97M2.93%-26,73413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/52,560$5.89M0.01%-5,95713F-HRTimelineGroup
HighPoint Advisor Group LLC52,256$5.86M0.25%+5,37713F-HRTimeline
Per Stirling Capital Management, LLC.51,881$5.82M0.64%-12,19413F-HRTimeline
Geneos Wealth Management Inc.51,515$5.78M0.13%+2,24413F-HRTimeline
Darrow Company, Inc.50,974$5.71M2.57%+1,76813F-HRTimeline
TSA Wealth Managment LLC49,789$5.58M1.8%+3,96613F-HRTimeline
Merit Financial Group, LLC49,440$5.54M0.04%+2,42613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC49,436$5.54M1.73%+38513F-HRTimeline
Professional Financial Advisors, LLC48,338$5.42M1.1%-31513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,714$5.35M0.01%new13F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …47,506$5.33M0.05%+3,02913F-HRTimelineGroup
Farther Finance Advisors, LLC46,268$5.3M0.05%-12,39313F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC47,022$5.27M3.42%+6,72113F-HRTimeline
BNB Wealth Management, LLC46,784$5.24M3.37%-1,37813F-HRTimeline
Tidemark, LLC46,515$5.21M1.33%+38613F-HRTimeline
Beacon Pointe Advisors, LLC46,429$5.21M0.03%+25,01713F-HRTimeline
Cypress Wealth Services, LLC46,418$5.2M0.73%+3,31813F-HRTimeline
Vertex Planning Partners, LLC45,434$5.09M0.99%+3,40713F-HRTimeline
Synergy Investment Management, LLC45,411$5.09M1.67%+5,92813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44,648$5.01M0.01%+2,80813F-HRTimelineGroup
Mutual Advisors, LLC44,516$4.99M0.11%-54,97413F-HRTimeline
Legacy Financial Strategies, LLC44,261$4.96M0.9%+3,46813F-HRTimeline
Prostatis Group LLC44,026$4.94M1.26%+3,38213F-HRTimeline
Cobblestone Asset Management LLC43,970$4.93M2.22%+1,34913F-HRTimeline
Schorn Wealth LLC43,955$4.93M1.49%+2,29313F-HRTimeline
HRT FINANCIAL LP43,834$4.91M0.01%+35,54913F-HRTimeline
Kingsview Wealth Management, LLC43,536$4.88M0.07%-10,65313F-HRTimeline
Capital Investment Counsel, LLC43,228$4.85M0.66%+98813F-HRTimeline
VICUS CAPITAL43,130$4.84M0.36%+54213F-HRTimeline
Betterment LLC42,638$4.78M0.01%+7,78713F-HRTimeline
McNaughton Wealth Management, LLC42,624$4.78M1.98%+2,30413F-HRTimeline
Cornerstone Wealth Management, LLC42,601$4.78M0.24%+1,15113F-HRTimeline
Ashton Thomas Private Wealth, LLC42,463$4.76M0.11%+14,29313F-HRTimeline
WMG Financial Advisors, LLC40,973$4.59M1.92%+24,86813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding40,069$4.49M-24,621Timeline
Scarborough Advisors, LLC39,839$4.47M0.49%+39,77613F-HRTimeline
Hobbs Wealth Management, LLC39,493$4.43M4.38%+51113F-HRTimeline
CoreCap Advisors, LLC39,482$4.43M0.15%+2,02513F-HRTimeline
Mayflower Financial Advisors, LLC39,350$4.41M0.54%+2,74613F-HRTimeline
Focus Financial Network, Inc.39,336$4.41M0.16%+8,68913F-HRTimeline
Vigilare Wealth Management37,824$4.24M1.43%-27,65313F-HRTimeline
SteelPeak Wealth, LLC37,127$4.16M0.13%+7,80513F-HRTimeline
M1 Capital Management LLC36,970$4.14M1.91%+12,46913F-HRTimeline
TD Waterhouse Canada Inc.35,986$4.12M0.01%+13,35613F-HRTimeline
Daviman Financial, LLC36,698$4.11M2.43%+3,07113F-HRTimeline
Estate Planners Group, LLC36,362$4.08M1.96%-2,12213F-HRTimeline
Berbice Capital Management LLC35,833$4.02M2.63%-24,30113F-HRTimeline
J.W. COLE ADVISORS, INC.35,591$3.99M0.13%+15,11413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…35,580$3.99M0.03%+23,94013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.35,080$3.93M0.16%+9,00513F-HRTimeline
Patriot Financial Group Insurance Agenc…35,034$3.93M0.22%+17,70913F-HRTimeline
Regal Investment Advisors LLC34,726$3.89M0.22%+15,90313F-HRTimeline
Delta Wealth Advisors LLC34,696$3.89M2.96%-1,42613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC34,646$3.88M0.18%-16,30013F-HRTimeline
Mascagni Wealth Management, Inc.34,414$3.86M2.75%+1,21413F-HRTimeline
First Heartland Consultants, Inc.33,985$3.81M0.29%-32,75013F-HRTimeline
Allworth Financial LP33,857$3.8M0.02%-2,43013F-HRTimeline