SPMO — INVESCO EXCH TRADED FD TR II

Ownership history in Marks Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Marks Wealth, 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
20.93% (2025 Q3)
Avg. % of fund
18.32%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 559,697 +129,081 +30.0% 20.93% $67.8M $120.77
2025 Q2 INITIATED 430,616 — — 15.71% $48.4M $112.02
% 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%
← Back to Marks Wealth, LLC Holdings