Clear Creek Financial Management, LLC SPMO INVESCO EXCH TRADED FD TR II

Ownership history in Clear Creek Financial Management, LLC  ·  10 quarters on record

AI Ownership Summary

Clear Creek Financial Management, LLC reported INVESCO EXCH TRADED FD TR II (SPMO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.97% in 2025 Q4. The latest visible filing shows SPMO at 0.80% 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 Clear Creek Financial Management, 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 Q1

SPMO was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Clear Creek Financial Management, 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 93,008 -6,187 -6.2% 0.80% $10.4M 2026-04-23 $129.23
2025 Q4 ADDED 99,195 +23,554 +31.1% 0.97% $11.8M 2026-01-23 $117.59
2025 Q3 REDUCED 5.7% -0.1% 75,641 -4,607 -5.7% 0.79% $9.2M 2025-11-10 $120.15
2025 Q2 ADDED 80,248 +4,857 +6.4% 0.86% $9.0M 2025-07-23 $113.58
2025 Q1 ADDED 75,391 +3,457 +4.8% 0.72% $7.0M 2025-04-28 $93.28
2024 Q4 ADDED 71,934 +16,106 +28.8% 0.74% $6.8M 2025-01-24 $100.25
2024 Q3 ADDED 55,828 +693 +1.3% 0.57% $5.1M 2024-10-29 $92.20
2024 Q2 ADDED 55,135 +2,308 +4.4% 0.58% $4.8M 2024-07-25 $82.64
2024 Q1 ADDED 52,827 +20,235 +62.1% 0.54% $4.2M 2024-04-26 $75.97
2023 Q4 INITIATED 32,592 0.34% $2.1M 2024-01-24 $67.97

FAQ About Clear Creek Financial Management, 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 Clear Creek Financial Management, LLC reported owning SPMO?

Clear Creek Financial Management, LLC reported SPMO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPMO position in Clear Creek Financial Management, LLC's portfolio?

The largest reported portfolio weight for SPMO was 0.97% in 2025 Q4.

What is the latest reported SPMO position on this page?

The most recent filing on this page is 2026 Q1, when Clear Creek Financial Management, LLC reported 93,008 shares, equal to 0.80% of portfolio, with an estimated market value of $10.4M.

What does the chart on this SPMO ownership page compare?

The chart compares Clear Creek Financial Management, 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 Clear Creek Financial Management, LLC time their SPMO position?

Based on 13F filing dates vs. subsequent SPMO price moves, Clear Creek Financial Management, LLC correctly timed 8 out of 9 reported position changes (89%). The annualised alpha on SPMO relative to SPY over the holding period was +11.1%.

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