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Barry Investment Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Barry Investment Advisors’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
2025
Q3 		– Sell
-6,527
Closed -$703K – 113
2025
Q2 		$703K Buy
6,527
+16
+0.2% +$1.59K 0.18% 58
2025
Q1 		$650K Sell
6,511
-291
-4% -$30.7K 0.17% 59
2024
Q4 		$713K Buy
6,802
+666
+11% +$71.8K 0.23% 54
2024
Q3 		$642K Buy
6,136
+814
+15% +$83.2K 0.2% 58
2024
Q2 		$547K Buy
5,322
+836
+19% +$86.1K 0.18% 68
2024
Q1 		$478K Buy
4,486
+385
+9% +$38.3K 0.16% 75
2023
Q4 		$402K Buy
4,101
+554
+16% +$51.2K 0.14% 72
2023
Q3 		$324K Buy
3,547
+992
+39% +$92.4K 0.12% 82
2023
Q2 		$232K Buy
+2,555
New +$220K 0.08% 107

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return