SPMO — INVESCO EXCH TRADED FD TR II

Ownership history in Invst, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Invst, 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
3.98% (2025 Q4)
Avg. % of fund
3.02%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 306,818 +159,979 +108.9% 3.98% $36.6M $119.32
2025 Q3 INITIATED 146,839 — — 2.06% $16.5M $120.77
% 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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