CFD
SPGP icon

Creative Financial Designs’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Creative Financial Designs’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
Q1 		$39.2K Sell
365
-11
-3% -$1.25K ﹤0.01% 981
2025
Q4 		$42.9K Hold
376
– – ﹤0.01% 917
2025
Q3 		$42.7K Sell
376
-441
-54% -$48.9K ﹤0.01% 908
2025
Q2 		$88K Buy
817
+2
+0.2% +$199 0.01% 700
2025
Q1 		$81.4K Sell
815
-447
-35% -$47.1K 0.01% 672
2024
Q4 		$132K Sell
1,262
-70
-5% -$7.54K 0.01% 537
2024
Q3 		$139K Sell
1,332
-1,151
-46% -$118K 0.01% 526
2024
Q2 		$255K Sell
2,483
-3,443
-58% -$355K 0.02% 382
2024
Q1 		$631K Sell
5,926
-58
-1% -$5.77K 0.06% 233
2023
Q4 		$587K Buy
5,984
+5,216
+679% +$482K 0.06% 218
2023
Q3 		$70.1K Buy
768
+2
+0.3% +$186 0.01% 554
2023
Q2 		$69.5K Buy
766
+221
+41% +$19K 0.01% 555
2023
Q1 		$46.5K Buy
+545
New +$47.2K 0.01% 616

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 $376B 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
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $124M AUM 12.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return