Ownership history in CWM, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which CWM, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,992,182 | +369,627 | +14.1% | 0.97% | $357.0M | $119.32 |
| 2025 Q3 | ADDED | 2,622,555 | +164,530 | +6.7% | 0.95% | $317.5M | $120.77 |
| 2025 Q2 | ADDED | 2,458,025 | +1,144,827 | +87.2% | 0.97% | $276.5M | $112.02 |
| 2025 Q1 | ADDED | 1,313,198 | +878,259 | +201.9% | 0.48% | $121.5M | $91.98 |
| 2024 Q4 | ADDED | 434,939 | +434,569 | +117451.1% | 0.17% | $41.3M | $94.26 |
| 2024 Q3 | REDUCED | 370 | -138 | -27.2% | 0.00% | $34K | $89.75 |
| 2024 Q2 | REDUCED | 508 | -741 | -59.3% | 0.00% | $44K | $86.53 |
| 2024 Q1 | INITIATED | 1,249 | — | — | 0.00% | $100K | — |
As of 2025 Q4 — sorted by position size