Ownership history in KWB Wealth · 4 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth 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 | 125,125 | +60,632 | +94.0% | 1.41% | $14.9M | $119.32 |
| 2025 Q3 | ADDED | 64,493 | +3,868 | +6.4% | 0.80% | $7.3M | $120.77 |
| 2025 Q2 | ADDED | 60,625 | +911 | +1.5% | 0.68% | $5.6M | $112.02 |
| 2025 Q1 | INITIATED | 59,714 | — | — | 0.68% | $5.7M | $91.98 |
As of 2025 Q4 — sorted by position size