SPMO — INVESCO EXCH TRADED FD TR II

Ownership history in Triton Wealth Management, PLLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Triton Wealth Management, PLLC 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
10.79% (2025 Q4)
Avg. % of fund
10.16%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 241,617 +28,659 +13.5% 10.79% $28.7M $119.32
2025 Q3 ADDED 212,958 +12,807 +6.4% 9.92% $26.1M $120.77
2025 Q2 INITIATED 200,151 — — 9.76% $22.9M $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% 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% Green Ridge Wealth Planning LLC 6.94%
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