SPMO — Invesco Exch Traded Fd Tr II Institutional Holders · Q3 2026

Name: Who Owns SPMO? 41 Institutions Hold $318M (Q3 2026)
Creator: ko.io

Who owns Invesco Exch Traded Fd Tr II (SPMO)? 41 institutions reported holding $318.29M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RVW Wealth, LLC ($41.3M), Whitaker-Myers Wealth Managers, LTD. ($37.9M), Insight Wealth Strategies, LLC ($37.4M).

Rank	Institution	Value	Shares	Change
1	RVW Wealth, LLC	$41.3M	272,587	Added
2	Whitaker-Myers Wealth Managers, LTD.	$37.9M	250,052	Added
3	Insight Wealth Strategies, LLC	$37.4M	247,018	Added
4	TOMPKINS FINANCIAL CORP	$37.0M	244,030	Trimmed
5	Avidian Wealth Enterprises, LLC	$21.6M	142,623	Added
6	Venture Visionary Partners LLC	$20.6M	136,183	Added
7	Financial Enhancement Group LLC	$19.6M	128,321	Added
8	Green Ridge Wealth Planning LLC	$18.0M	118,636	Added
9	Farther Finance Advisors, LLC	$11.7M	77,066	Added
10	Cadent Capital Advisors, LLC	$11.3M	74,809	Added
11	Tactive Advisors, LLC	$8.7M	57,145	Added
12	Wedmont Private Capital	$7.4M	48,777	Added
13	First Heartland Consultants, Inc.	$7.1M	46,578	Added
14	CoreCap Advisors, LLC	$6.6M	43,236	Added
15	MRA Advisory Group	$6.1M	40,320	New
16	Delta Wealth Advisors LLC	$4.7M	30,755	Trimmed
17	Weaver Consulting Group	$3.8M	25,115	Added
18	Prota Financial, LLC	$3.8M	24,646	Added
19	McNaughton Wealth Management, LLC	$3.5M	22,987	Trimmed
20	Barden Capital Management, Inc.	$2.0M	13,381	New
21	Valeo Financial Advisors, LLC	$1.0M	6,620	Added
22	Asempa Wealth Advisors	$949,494	6,216	Trimmed
23	Balefire, LLC	$929,652	6,133	Trimmed
24	TITLEIST ASSET MANAGEMENT, LLC	$625,911	4,129	Added
25	Cassilly Financial Group LLC	$623,701	4,115	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30