# INVESCO EXCH TRADED FD TR II (SPMO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPMO/

- Reporting holders: 39
- Reported value: $318.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $41.3M | 272,587 | 2.7% | 10 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $37.9M | 250,052 | 6.2% | 5 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $37.4M | 247,018 | 3.7% | 7 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $37.0M | 244,030 | 2.6% | 5 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $21.6M | 142,623 | 0.6% | 10 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $20.6M | 136,183 | 0.5% | 5 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $19.6M | 128,321 | 2.3% | 7 |
| [Green Ridge Wealth Planning LLC](https://holderbook.com/funds/2117069-green-ridge-wealth-planning-llc/) | $18.0M | 118,636 | 7.2% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $11.7M | 77,066 | 0.1% | 10 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $11.3M | 74,809 | 2.4% | 2 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $8.7M | 57,145 | 2.1% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $7.4M | 48,777 | 0.2% | 9 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $7.1M | 46,578 | 0.5% | 10 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $6.6M | 43,236 | 0.2% | 15 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $6.1M | 40,320 | 2.3% | 1 |
| [Delta Wealth Advisors LLC](https://holderbook.com/funds/1970701-delta-wealth-advisors-llc/) | $4.7M | 30,755 | 3.2% | 11 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $3.8M | 25,115 | 0.7% | 20 |
| [Prota Financial, LLC](https://holderbook.com/funds/2126257-prota-financial-llc/) | $3.8M | 24,646 | 2.4% | 3 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $3.5M | 22,987 | 1.2% | 7 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $2.0M | 13,381 | 1.8% | 1 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.0M | 6,620 | 0.0% | 2 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $949.5K | 6,216 | 0.7% | 4 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $929.7K | 6,133 | 0.1% | 2 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $625.9K | 4,129 | 0.0% | 4 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $623.7K | 4,115 | 0.4% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 39 | $318.3M |
| Q2 2026 | 771 | $10.5B |
| Q1 2026 | 652 | $6.6B |
| Q4 2025 | 650 | $7.1B |
| Q3 2025 | 575 | $7.2B |
| Q2 2025 | 476 | $6.0B |
| Q1 2025 | 390 | $3.5B |
| Q4 2024 | 352 | $2.4B |
| Q3 2024 | 219 | $1.7B |
| Q2 2024 | 187 | $1.5B |
| Q1 2024 | 143 | $988.1M |
| Q4 2023 | 58 | $131.8M |