Cape Investment Advisory, Inc. SPVM β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Cape Investment Advisory, Inc.  Β·  1 quarter on record

AI Ownership Summary

Cape Investment Advisory, Inc. reported INVESCO EXCHANGE TRADED FD T (SPVM) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows SPVM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPVM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cape Investment Advisory, Inc.'s position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPVM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cape Investment Advisory, Inc. held SPVM β€” position size vs. price
% of Fund (quarterly)    SPVM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 361 β€” β€” 0.01% $27K 2026-07-23 $76.40

FAQ About Cape Investment Advisory, Inc. and SPVM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cape Investment Advisory, Inc. reported owning SPVM?

Cape Investment Advisory, Inc. reported SPVM across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported SPVM position in Cape Investment Advisory, Inc.'s portfolio?

The largest reported portfolio weight for SPVM was 0.01% in 2026 Q2.

What is the latest reported SPVM position on this page?

The most recent filing on this page is 2026 Q2, when Cape Investment Advisory, Inc. reported 361 shares, equal to 0.01% of portfolio, with an estimated market value of $27K.

What does the chart on this SPVM ownership page compare?

The chart compares Cape Investment Advisory, Inc.'s quarterly SPVM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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