SPMO — INVESCO EXCH TRADED FD TR II

Ownership history in Clear Creek Financial Management, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Clear Creek Financial Management, LLC reported a position in INVESCO EXCH TRADED FD TR II (SPMO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.97% (2025 Q4)
Avg. % of fund
0.68%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 99,195 +23,554 +31.1% 0.97% $11.8M $119.32
2025 Q3 REDUCED 75,641 -4,607 -5.7% 0.79% $9.2M $120.77
2025 Q2 ADDED 80,248 +4,857 +6.4% 0.86% $9.0M $112.02
2025 Q1 ADDED 75,391 +3,457 +4.8% 0.72% $7.0M $91.98
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPMO price (monthly, adj. close)

Other funds also holding SPMO

As of 2025 Q4 — sorted by position size

Seros Financial, LLC 15.64% FISCHER INVESTMENT STRATEGIES, LLC 14.0% Triton Wealth Management, PLLC 3Y 10.79% Oxford Wealth Group, LLC 9.8% MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3Y 7Y 9.24% PLANNING ALTERNATIVES LTD /ADV 3Y 7Y 9.1% Family Investment Center, Inc. 3Y 9.07% Redwood Investment Management, LLC 3Y 7Y 8.36% Bull Oak Capital, LLC 7.7% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 7.15%
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