SEC 13F Intelligence

Bull Oak Capital, LLC / SPMO

Bull Oak Capital, LLC’s Invesco Exch Traded Fd Tr II Position

Does Bull Oak Capital, LLC own Invesco Exch Traded Fd Tr II (SPMO)? Yes — 175.4K shares worth $20M (+7.56% of its 13F portfolio) as of Q1 2026, up from 158.0K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
175.4K
% of Portfolio
+7.56%
Quarters Held
4
currently held

Position History SPMO

Reported value by quarter
Q2 ’25: $13MQ2 ’25Q3 ’25: $18MQ3 ’25Q4 ’25: $19MQ4 ’25Q1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026175.4K$20M+7.56%
Q4 2025158.0K$19M+7.70%
Q3 2025148.1K$18M+7.61%
Q2 2025113.6K$13M+5.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bull Oak Capital, LLC’s full portfolio or all institutional holders of SPMO.