Baron Financial Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Baron Financial Group’s Portfolio SPGP Stock Details SPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17M	Sell	17,775 -800	-4%	-$93.9K	1.04%	28
2026 Q1	$2M	Buy	18,575 +10	+0.1%	+$1.14K	1.08%	28
2025 Q4	$2.11M	Sell	18,565 -45	-0.2%	-$5.08K	1.13%	28
2025 Q3	$2.11M	Sell	18,610 -30	-0.2%	-$3.33K	1.16%	28
2025 Q2	$2.01M	Buy	18,640 +305	+2%	+$30.4K	1.18%	28
2025 Q1	$1.83M	Buy	18,335 +103	+0.6%	+$10.8K	1.15%	27
2024 Q4	$1.91M	Buy	18,232 +45	+0.2%	+$4.85K	1.19%	27
2024 Q3	$1.9M	Sell	18,187 -90	-0.5%	-$9.2K	1.16%	27
2024 Q2	$1.88M	Buy	18,277 +587	+3%	+$60.5K	1.19%	27
2024 Q1	$1.88M	Buy	17,690 +316	+2%	+$31.4K	1.16%	27
2023 Q4	$1.7M	Buy	17,374 +325	+2%	+$30K	1.09%	29
2023 Q3	$1.56M	Buy	17,049 +716	+4%	+$66.7K	1.01%	29
2023 Q2	$1.48M	Buy	16,333 +1,835	+13%	+$158K	0.92%	31
2023 Q1	$1.24M	Buy	+14,498	New	+$1.25M	0.78%	33

Other funds holding SPGP

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return