CHB Investment Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

CHB Investment 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
2025 Q2	$2.7M	Sell	25,038 -24	-0.1%	-$2.39K	1.38%	36
2025 Q1	$2.5M	Buy	25,062 +45	+0.2%	+$4.74K	1.33%	32
2024 Q4	$2.62M	Sell	25,017 -663	-3%	-$71.4K	1.42%	31
2024 Q3	$2.69M	Buy	+25,680	New	+$2.62M	1.43%	34

Other funds holding SPGP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HFS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CHB Investment Group's SPGP Position: Q2 2025 in Review

CHB Investment Group reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 0.1% in Q2 2025, selling an estimated $2.39K and leaving 25,038 shares worth $2.7M. The position accounts for 1.38% of the portfolio, ranked #36.

CHB Investment Group first reported a position in SPGP in Q3 2024 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold SPGP as of Q2 2025.

CHB Investment Group held 25,038 shares of Invesco S&P 500 GARP ETF worth $2.7M as of Q2 2025.
CHB Investment Group sold 24 Invesco S&P 500 GARP ETF shares in Q2 2025, an estimated $2.39K.
Invesco S&P 500 GARP ETF made up 1.38% of CHB Investment Group's portfolio in Q2 2025, its #36 holding.
CHB Investment Group first reported a position in Invesco S&P 500 GARP ETF in Q3 2024 and has held it in 4 quarters since.
313 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.