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Disclosery

XMMO INVESCO EXCHANGE TRADED FD T

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SHS (fund)

333 managers (337 13F filers) reported a position in XMMO shares at 2025-03-31, 18,492,137 shares in all. 37 filers opened a position and 72 filers sold out during the quarter.

Managers
333
13F filers
337
New
37
Added
154
Reduced
100
Sold out
72
Shares held by filers
18,492,137

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
Longview Financial Advisors, Inc.3,980$453K0.39%-39313F-HRTimeline
&PARTNERS3,944$446K<0.01%+64313F-HRTimeline
Pine Harbor Wealth Management, LLC3,854$438K0.18%013F-HRTimeline
American Financial Advisors, LLC3,848$438K0.06%013F-HRTimeline
PRIVATE TRUST CO NA3,771$429K0.04%-1,72413F-HRTimeline
Fisher Asset Management, LLC3,532$402K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,550$402K0.04%+1,31213F-HR/ATimeline
UPTICK PARTNERS, LLC3,500$398K0.13%013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…3,513$390K0.29%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,417$389K0.03%+15613F-HRTimeline
HRT FINANCIAL LP3,419$388K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC36,892$387K0.28%+33,47613F-HRTimeline
TBH Global Asset Management, LLC2,228$386K0.07%-1,41413F-HRTimeline
Nova Wealth Management, Inc.3,183$362K0.31%+2613F-HR/ATimeline
Breakwater Capital Group3,174$361K0.06%new13F-HRTimeline
Mission Financial Group, LLC2,472$358K0.33%13F-HRTimeline
Meridian Financial Advisors, LLC3,150$358K0.25%-10013F-HRTimeline
Creative Planningin group Creative Planning3,146$358K<0.01%+1,34113F-HRTimelineGroup
Sunbelt Securities, Inc.3,126$356K0.03%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC3,091$352K0.09%-44,55313F-HR/ATimeline
HRC WEALTH MANAGEMENT, LLC3,063$348K0.22%+16113F-HRTimeline
BLAIR WILLIAM & CO/IL2,946$335K<0.01%+9113F-HRTimeline
Brookwood Investment Group LLC2,919$332K0.06%13F-HRTimeline
Continuum Advisory, LLC2,880$328K0.04%-27913F-HRTimeline
49 WEALTH MANAGEMENT, LLC2,864$326K0.04%+21913F-HRTimeline
Tennessee Valley Asset Management Partn…2,840$323K0.05%-78613F-HRTimeline
Parcion Private Wealth LLC2,832$322K0.03%+44013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,800$319K0.12%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,776$316K<0.01%-5213F-HRTimelineGroup
Riggs Asset Managment Co. Inc.2,772$315K0.09%-6213F-HRTimeline
CALTON & ASSOCIATES, INC.2,766$315K0.07%new13F-HR/ATimeline
Guerra Advisors Inc2,728$310K0.17%-58,50413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,682$305K<0.01%-6313F-HRTimelineGroup
Csenge Advisory Group2,761$303K0.02%-3,34213F-HRTimeline
Reliant Investment Partners, LLC2,619$298K0.3%+20513F-HRTimeline
WEDBUSH SECURITIES INC2,591$295K0.01%-21313F-HRTimeline
EP Wealth Advisors, LLC2,591$295K<0.01%-18413F-HRTimeline
SeaCrest Wealth Management, LLC2,579$293K0.03%+60713F-HRTimeline
Mutual Advisors, LLC2,565$292K0.01%-3313F-HRTimeline
Cooper Financial Group2,540$289K0.04%-20213F-HRTimeline
Trexquant Investment LP2,508$285K<0.01%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC2,494$284K0.23%+10213F-HRTimeline
TCP Asset Management, LLC2,491$283K0.06%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,495$282K0.04%-1,10813F-HRTimeline
Atlas Private Wealth Advisors2,424$276K0.04%new13F-HRTimeline
Goldstone Financial Group, LLC2,393$272K0.04%-2513F-HRTimeline
National Philanthropic Trust2,375$270K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC2,364$269K<0.01%+313F-HRTimeline
MONECO ADVISORS, LLC2,334$266K0.03%new13F-HR/ATimeline
Farther Finance Advisors, LLC2,198$253K0.01%+1,51613F-HRTimeline
Good Life Advisors, LLC2,219$252K0.02%+19613F-HRTimeline
Jaffetilchin Investment Partners, LLC2,166$246K0.02%new13F-HRTimeline
Journey Advisory Group, LLC2,134$243K0.02%new13F-HRTimeline
TAGStone Capital, Inc.2,106$240K0.12%+1013F-HRTimeline
Three Magnolias Financial Advisors, LLC2,025$230K0.2%+20013F-HRTimeline
Crescent Sterling, Ltd.2,004$228K0.23%new13F-HRTimeline
Schrum Private Wealth Management LLC2,000$228K0.2%013F-HRTimeline
TOWNSQUARE CAPITAL LLC1,994$227K<0.01%-92113F-HRTimeline
OneDigital Investment Advisors LLC1,921$219K<0.01%-27713F-HRTimeline
Advisory Alpha, LLC1,885$214K0.01%+3513F-HR/ATimeline
D.A. DAVIDSON & CO.1,867$212K<0.01%+10013F-HRTimeline
IFG Advisory, LLC1,854$211K0.01%+21813F-HRTimeline
Apexium Financial, LP1,850$210K0.01%013F-HRTimeline
Lifeworks Advisors, LLC1,841$209K0.03%new13F-HRTimeline
Capital Wealth Alliance, LLC1,800$205K0.12%013F-HRTimeline
Betterment LLC1,789$204K<0.01%-98413F-HRTimeline
Lodestone Wealth Management LLC1,770$201K0.11%+6113F-HRTimeline
Investors Research Corp1,756$200K0.04%+67713F-HRTimeline
Main Street Group, LTD1,582$180K0.07%+1,56113F-HRTimeline
IFP Advisors, Inc1,565$178K0.01%-10913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,437$163K<0.01%+1713F-HRTimelineGroup
Clearstead Advisors, LLC1,400$159K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,387$158K<0.01%-3,73813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,379$157K0.01%+1,30813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,325$151K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC1,322$150K0.01%-16713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,312$149K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC1,299$148K0.1%+213F-HRTimeline
Realta Investment Advisors1,150$131K0.06%+5513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,089$124K0.06%013F-HRTimeline
First Command Advisory Services, Inc.1,074$122K<0.01%+41613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.927$105K<0.01%+213F-HRTimelineGroup
Wood Tarver Financial Group, LLC919$105K0.03%+14313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC742$84K<0.01%+11013F-HRTimelineGroup
HOEY INVESTMENTS, INC580$66K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC575$65.4K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA568$64.6K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC531$60.4K<0.01%+6613F-HRTimeline
HAZLETT, BURT & WATSON, INC.539$60K0.03%+15813F-HRTimeline
Glass Jacobson Investment Advisors llc415$51.2K0.02%013F-HRTimeline
City State Bank350$39.8K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC345$39.2K<0.01%+17113F-HRTimeline
TD Waterhouse Canada Inc.330$37.9K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…289$32.9K<0.01%+6413F-HRTimeline
AMERIFLEX GROUP, INC.285$32.4K0.01%-10813F-HRTimeline
Archer Investment Corp265$30.1K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC245$27.9K0.01%-20013F-HRTimeline
GPS Wealth Strategies Group, LLC244$27.8K<0.01%+5513F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC225$25.6K0.02%-44,87813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\201$22.9K<0.01%-3,07413F-HRTimelineGroup
Pacifica Partners Inc.200$22K0.01%013F-HRTimeline
Signature Resources Capital Management,…160$18.2K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/138$15.7K<0.01%013F-HRTimelineGroup
Ridgewood Investments LLC120$13.7K0.01%013F-HRTimeline
Register Financial Advisors LLC107$12.2K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC110$12K<0.01%-10613F-HRTimeline
NFSG Corp101$11.5K<0.01%-52013F-HRTimeline
AdvisorNet Financial, Inc100$11.4K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC87$9.89K<0.01%new13F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL83$9.44K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.69$7.85K<0.01%013F-HRTimeline
JNBA Financial Advisors67$7.62K<0.01%-2313F-HRTimeline
Peoples Bank/KS67$7.62K0.01%013F-HRTimeline
GoalVest Advisory LLC63$7.17K<0.01%013F-HRTimeline
Key Financial Inc59$6.71K<0.01%new13F-HRTimeline
Abound Wealth Management59$6.66K<0.01%+113F-HRTimeline
IAG Wealth Partners, LLC55$6.26K<0.01%-1913F-HRTimeline
HOWE & RUSLING INC47$5.35K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors45$5.14K<0.01%-213F-HRTimelineGroup
Wagner Wealth Management, LLC45$5.12K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC38$4.32K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.30$3.41K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.29$3K<0.01%new13F-HRTimeline
NVWM, LLC21$2.39K<0.01%013F-HRTimeline
Luminist Capital LLC18$2.07K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division17$1.93K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC16$1.82K<0.01%-21913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP12$1.37K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.9$1.02K<0.01%013F-HRTimeline
New England Capital Financial Advisors …6$687<0.01%013F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC114$3510.32%13F-HRTimeline
Allworth Financial LP0$11<0.01%-4613F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-31813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.