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Disclosery

XMMO INVESCO EXCHANGE TRADED FD T

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SHS (fund)

368 managers (372 13F filers) reported a position in XMMO shares at 2024-12-31, 22,983,021 shares in all. 97 filers opened a position and 19 filers sold out during the quarter.

Managers
368
13F filers
372
New
97
Added
148
Reduced
44
Sold out
19
Shares held by filers
22,983,021

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
BAROMETER CAPITAL MANAGEMENT INC.4,600$524K0.21%-1,50013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,121$509K<0.01%new13F-HRTimelineGroup
Compound Planning, Inc.4,036$499K0.03%new13F-HRTimeline
Mascagni Wealth Management, Inc.4,326$492K0.49%13F-HR/ATimeline
Pine Harbor Wealth Management, LLC3,854$476K0.19%013F-HRTimeline
American Financial Advisors, LLC3,848$475K0.07%013F-HRTimeline
Lion Street Advisors, LLC3,843$475K0.15%+2,17913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,809$471K<0.01%-2,62213F-HRTimelineGroup
MY Wealth Management Inc.3,752$463K0.46%+21113F-HRTimeline
TBH Global Asset Management, LLC3,642$450K0.11%+2313F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…3,513$450K0.32%013F-HRTimeline
Tennessee Valley Asset Management Partn…3,626$448K0.07%-30213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,603$445K0.07%new13F-HRTimeline
Brand Asset Management Group, Inc.3,600$445K0.18%+213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,592$444K<0.01%+88413F-HRTimeline
UPTICK PARTNERS, LLC3,500$432K0.16%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,498$432K0.03%-2,91013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,468$428K0.02%new13F-HR/ATimelineGroup
Whipplewood Advisors, LLC3,416$422K0.24%13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.3,397$420K0.23%13F-HRTimeline
&PARTNERS3,301$416K<0.01%+46913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,275$405K<0.01%+1,01713F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,261$404K0.03%new13F-HRTimeline
Meridian Financial Advisors, LLC3,250$401K0.28%+10013F-HRTimeline
Fermata Advisors, LLC3,238$400K0.07%new13F-HRTimeline
Financial Partners Group, Inc3,196$395K0.06%new13F-HRTimeline
Stark Wealth Management LLC3,170$392K0.29%13F-HRTimeline
Koshinski Asset Management, Inc.3,160$390K0.04%new13F-HRTimeline
Continuum Advisory, LLC3,159$390K0.05%+34213F-HRTimeline
Nova Wealth Management, Inc.3,157$390K0.34%13F-HRTimeline
Wealthspire Advisors, LLC3,083$381K<0.01%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd3,036$375K0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC3,023$373K0.01%+82213F-HRTimeline
Beacon Financial Advisory LLC2,968$367K0.12%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC2,915$360K<0.01%new13F-HRTimeline
HRC WEALTH MANAGEMENT, LLC2,902$358K0.21%new13F-HRTimeline
Sunpointe, LLC2,902$358K0.18%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,868$354K0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,855$353K<0.01%+1,35513F-HRTimeline
Riggs Asset Managment Co. Inc.2,834$351K0.09%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,828$349K<0.01%+11313F-HRTimelineGroup
WEDBUSH SECURITIES INC2,804$346K0.01%+46213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,800$346K0.13%013F-HRTimeline
Betterment LLC2,773$343K<0.01%-3,58013F-HRTimeline
EP Wealth Advisors, LLC2,775$343K<0.01%+20013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,745$339K<0.01%+47913F-HRTimelineGroup
Cooper Financial Group2,742$339K0.04%new13F-HRTimeline
Virtue Capital Management, LLC2,733$338K0.07%new13F-HRTimeline
Mutual Advisors, LLC2,598$335K0.01%+38613F-HRTimeline
Sanctuary Advisors, LLC2,519$332K<0.01%-12413F-HRTimeline
United Advisor Group, LLC2,646$327K0.06%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC2,645$327K0.05%+76613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,614$323K0.01%new13F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC2,606$323K0.18%new13F-HRTimeline
TCP Asset Management, LLC2,491$308K0.07%-46613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,482$307K<0.01%new13F-HRTimelineGroup
Goldstone Financial Group, LLC2,418$299K0.05%013F-HRTimeline
Reliant Investment Partners, LLC2,414$298K0.26%13F-HRTimeline
Crewe Advisors LLC2,413$298K0.04%013F-HRTimeline
Arlington Capital Management, Inc.2,412$298K0.21%new13F-HRTimeline
Parcion Private Wealth LLC2,392$295K0.02%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC2,392$295K1.23%+20513F-HRTimeline
National Philanthropic Trust2,375$293K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC2,361$292K<0.01%new13F-HRTimeline
ADG Wealth Management Group, LLC2,330$288K0.26%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,238$277K0.03%new13F-HRTimeline
OneDigital Investment Advisors LLC2,198$271K<0.01%new13F-HRTimeline
Concorde Asset Management, LLC2,152$266K0.14%new13F-HRTimeline
RFG Advisory, LLC2,151$266K0.01%+45413F-HRTimeline
Maridea Wealth Management LLC2,115$261K0.08%13F-HRTimeline
TAGStone Capital, Inc.2,096$259K0.13%+313F-HRTimeline
Bison Wealth, LLC2,056$254K0.03%13F-HRTimeline
Good Life Advisors, LLC2,023$250K0.02%-1,61113F-HRTimeline
Schrum Private Wealth Management LLC2,000$247K0.21%-2,00013F-HRTimeline
Diversified Portfolios, Inc.1,978$244K0.03%new13F-HRTimeline
SeaCrest Wealth Management, LLC1,972$244K0.03%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,741$230K0.09%13F-HRTimeline
Advisory Alpha, LLC1,850$229K0.01%+11213F-HRTimeline
Apexium Financial, LP1,850$229K0.01%new13F-HRTimeline
Belvedere Trading LLC1,834$227K0.02%+1,79613F-HRTimeline
Three Magnolias Financial Advisors, LLC1,825$225K0.24%13F-HRTimeline
Creative Planningin group Creative Planning1,805$223K<0.01%+12813F-HRTimelineGroup
Capital Wealth Alliance, LLC1,800$222K0.13%013F-HRTimeline
D.A. DAVIDSON & CO.1,767$218K<0.01%-1513F-HRTimeline
Worth Asset Management, LLC1,765$218K0.12%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.1,712$211K0.01%013F-HRTimelineGroup
Lodestone Wealth Management LLC1,709$211K0.11%new13F-HRTimeline
IFP Advisors, Inc1,674$207K0.01%-24,84213F-HRTimeline
Per Stirling Capital Management, LLC.1,660$205K0.03%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,660$205K0.03%new13F-HRTimeline
Crew Capital Management, Ltd1,644$203K0.17%new13F-HRTimeline
IFG Advisory, LLC1,636$202K0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,676$202K0.02%013F-HRTimelineGroup
Coppell Advisory Solutions LLC1,525$189K0.03%013F-HRTimeline
NorthRock Partners, LLC1,489$184K0.01%new13F-HR/ATimeline
LEE DANNER & BASS INC1,450$179K0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,420$175K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,400$173K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,325$164K<0.01%+37513F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,312$162K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC1,297$160K0.11%13F-HRTimeline
Realta Investment Advisors1,095$138K0.06%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,089$135K0.07%13F-HRTimeline
Investors Research Corp1,079$133K0.03%+36113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.925$114K<0.01%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC776$95K0.03%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC744$91.9K<0.01%+61113F-HRTimelineGroup
Farther Finance Advisors, LLC682$84.3K<0.01%-7713F-HRTimeline
First Command Advisory Services, Inc.658$81.3K<0.01%+15213F-HRTimeline
Park Square Financial Group, LLC649$80.2K0.06%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC632$78K<0.01%+36613F-HRTimelineGroup
NFSG Corp621$76.8K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC575$71K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA568$70.2K<0.01%013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.563$69.7K0.05%new13F-HRTimeline
Financial Freedom, LLC557$68.8K0.04%+113F-HRTimeline
Transcendent Capital Group LLC530$65.5K0.03%+51113F-HRTimeline
Larson Financial Group LLC465$57.4K<0.01%+113F-HRTimeline
Tanglewood Legacy Advisors, LLC445$55K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.393$51.3K0.02%13F-HRTimeline
Glass Jacobson Investment Advisors llc415$51.2K0.02%+16013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Synergy Investment Management, LLC393$48.5K0.02%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.381$47K0.02%new13F-HRTimeline
City State Bank350$43.2K0.02%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…318$42.3K<0.01%+7613F-HRTimeline
TD Waterhouse Canada Inc.330$40.7K<0.01%013F-HRTimeline
Castleview Partners, LLC295$36.5K0.02%013F-HR/ATimeline
Archer Investment Corp265$32.7K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC235$29.1K<0.01%+20013F-HRTimeline
Capital Investment Advisory Services, L…225$27.9K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC216$26K<0.01%+16813F-HRTimeline
Pacifica Partners Inc.200$24.8K0.01%013F-HRTimeline
Avior Wealth Management, LLC200$24.7K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC189$23.3K<0.01%+13913F-HRTimeline
WealthShield Partners, LLC186$23K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC174$21.5K<0.01%+113F-HRTimeline
Ransom Advisory, Ltd154$19K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/138$17K<0.01%-56013F-HRTimelineGroup
Ridgewood Investments LLC120$14.8K0.01%013F-HRTimeline
Register Financial Advisors LLC107$13.2K0.01%013F-HRTimeline
AdvisorNet Financial, Inc100$12.4K<0.01%013F-HRTimeline
JNBA Financial Advisors90$11.1K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC90$11.1K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL83$10.3K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC74$9.14K<0.01%-22313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…71$8.77K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.69$8.52K<0.01%013F-HRTimeline
Peoples Bank/KS67$8.28K0.01%013F-HRTimeline
GoalVest Advisory LLC63$7.78K<0.01%-10513F-HRTimeline
Abound Wealth Management58$7.21K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC55$6.79K<0.01%13F-HRTimeline
CoreCap Advisors, LLC55$6.79K<0.01%new13F-HRTimeline
Parallel Advisors, LLC54$6.67K<0.01%new13F-HRTimeline
JDM Financial Group LLC50$6.18K<0.01%013F-HRTimeline
Allworth Financial LP46$6.13K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors47$5.87K<0.01%-913F-HRTimelineGroup
Red Tortoise LLC46$5.69K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC45$5.56K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC38$4.7K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.35$4.32K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC35$4.32K<0.01%13F-HRTimeline
NVWM, LLC21$2.6K<0.01%013F-HRTimeline
Main Street Group, LTD21$2.48K<0.01%+113F-HRTimeline
Luminist Capital LLC18$2.22K<0.01%13F-HRTimeline
Central Pacific Bank - Trust Division17$2.1K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP12$1.48K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.9$1.11K<0.01%13F-HRTimeline
New England Capital Financial Advisors …6$744<0.01%013F-HRTimeline