SPMO β€” INVESCO EXCH TRADED FD TR II

Ownership history in Lunt Capital Management, Inc.  Β·  4 quarters on record

AI Ownership Summary

Lunt Capital Management, Inc. reported INVESCO EXCH TRADED FD TR II (SPMO) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 1.0% in 2025 Q3. The latest visible filing shows SPMO at 1.00% 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 Lunt Capital Management, Inc.'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
2025 Q3

SPMO was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2025 Q3

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

Time in book
Holding Window
2024 Q2 to 2025 Q3

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 Lunt Capital Management, Inc. held SPMO β€” position size vs. price
% of Fund (quarterly)    SPMO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 21,504 +10,851 +101.9% 1.00% $2.6M 2025-11-12 $119.71
2025 Q2 REDUCED 10,653 -11,642 -52.2% 0.46% $1.2M 2025-07-28 $114.52
2024 Q4 ADDED 22,295 +10,180 +84.0% 0.82% $2.1M 2025-01-24 $100.25
2024 Q2 INITIATED 12,115 β€” β€” 0.52% $1.1M 2024-07-19 $85.19

FAQ About Lunt Capital Management, Inc. and SPMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lunt Capital Management, Inc. reported owning SPMO?

Lunt Capital Management, Inc. reported SPMO across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported SPMO position in Lunt Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for SPMO was 1.00% in 2025 Q3.

What is the latest reported SPMO position on this page?

The most recent filing on this page is 2025 Q3, when Lunt Capital Management, Inc. reported 21,504 shares, equal to 1.00% of portfolio, with an estimated market value of $2.6M.

What does the chart on this SPMO ownership page compare?

The chart compares Lunt Capital Management, Inc.'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.

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