SPMO β€” INVESCO EXCH TRADED FD TR II

Ownership history in Seros Financial, LLC  Β·  5 quarters on record

AI Ownership Summary

Seros Financial, LLC reported INVESCO EXCH TRADED FD TR II (SPMO) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 15.64% in 2025 Q4. The latest visible filing shows SPMO at 15.64% 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 Seros Financial, LLC'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 Q4

SPMO was reported at 15.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.64% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Seros Financial, LLC held SPMO β€” position size vs. price
% of Fund (quarterly)    SPMO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 223,525 +22,121 +11.0% 15.64% $26.7M 2026-02-14 (Est.) $117.92
2025 Q3 ADDED 201,404 +77,643 +62.7% 14.20% $24.4M 2025-11-05 $119.14
2025 Q2 REDUCED 123,761 -11,135 -8.3% 8.82% $13.9M 2025-07-21 $113.26
2025 Q1 ADDED 134,896 +115,803 +606.5% 9.33% $12.5M 2025-04-16 $87.49
2024 Q4 INITIATED 19,093 β€” β€” 1.50% $1.7M 2025-01-17 $97.60

FAQ About Seros Financial, LLC and SPMO

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

How long has Seros Financial, LLC reported owning SPMO?

Seros Financial, LLC reported SPMO across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SPMO position in Seros Financial, LLC's portfolio?

The largest reported portfolio weight for SPMO was 15.64% in 2025 Q4.

What is the latest reported SPMO position on this page?

The most recent filing on this page is 2025 Q4, when Seros Financial, LLC reported 223,525 shares, equal to 15.64% of portfolio, with an estimated market value of $26.7M.

What does the chart on this SPMO ownership page compare?

The chart compares Seros Financial, LLC'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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