City Center Advisors, LLC SPMO — INVESCO EXCH TRADED FD TR II

Ownership history in City Center Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

City Center Advisors, LLC reported INVESCO EXCH TRADED FD TR II (SPMO) in 4 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.43% in 2024 Q2. The latest visible filing shows SPMO at 0.16% 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 SPMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was City Center Advisors, LLC's position in INVESCO EXCH TRADED FD TR II, 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

SPMO was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2024 Q2

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

Time in book
Holding Window
2024 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.

SPMO stock page City Center Advisors, LLC fund profile City Center Advisors, LLC full holdings
How City Center Advisors, LLC held SPMO — position size vs. price
% of Fund (quarterly)    SPMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,254 -777 -38.3% 0.16% $203K 2026-07-07 $149.42
2025 Q3 REDUCED — — — 2,031 -32 -1.6% 0.24% $246K 2025-10-06 $119.59
2025 Q2 REDUCED 54.7% +7.5% ❌ 2,063 -2,492 -54.7% 0.25% $232K 2025-07-03 $111.57
2024 Q2 INITIATED — — — 4,555 — — 0.43% $365K 2024-07-24 $83.52

🏢 Other funds also holding SPMO

As of 2026 Q2 — sorted by position size

Financial Enhancement Group LLC 3Y 7Y 2.39% Prota Financial, LLC 2.12% McNaughton Wealth Management, LLC 3Y 1.82% Trinity Wealth Management, LLC 3Y 1.09% Trilogy Capital Inc. 3Y 7Y 0.84% Dynamic Advisor Solutions LLC 3Y 7Y 0.59% Vigilare Wealth Management 3Y 0.5% Meadowbrook Wealth Management, LLC 0.48% GK Wealth Management LLC 0.28% Balefire, LLC 3Y 7Y 0.24%

FAQ About City Center Advisors, LLC and SPMO

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

How long has City Center Advisors, LLC reported owning SPMO?

City Center Advisors, LLC reported SPMO across 4 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported SPMO position in City Center Advisors, LLC's portfolio?

The largest reported portfolio weight for SPMO was 0.43% in 2024 Q2.

What is the latest reported SPMO position on this page?

The most recent filing on this page is 2026 Q2, when City Center Advisors, LLC reported 1,254 shares, equal to 0.16% of portfolio, with an estimated market value of $203K.

What does the chart on this SPMO ownership page compare?

The chart compares City Center Advisors, LLC's quarterly SPMO 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.

How well did City Center Advisors, LLC time their SPMO position?

Based on 13F filing dates vs. subsequent SPMO price moves, City Center Advisors, LLC correctly timed 1 out of 3 reported position changes (33%).

← Back to City Center Advisors, LLC Holdings