DWM
SPGP icon

Darwin Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Darwin Wealth Management’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 		$255K Buy
2,374
+144
+6% +$16.4K 0.08% 125
2025
Q4 		$254K Buy
2,230
+129
+6% +$14.6K 0.08% 126
2025
Q3 		$239K Buy
2,101
+8
+0.4% +$887 0.08% 124
2025
Q2 		$225K Buy
2,093
+115
+6% +$11.5K 0.08% 124
2025
Q1 		$208K Hold
1,978
– – 0.07% 129
2024
Q4 		$208K Sell
1,978
-307
-13% -$33.1K 0.07% 129
2024
Q3 		$239K Buy
2,285
+173
+8% +$17.7K 0.07% 127
2024
Q2 		$217K Buy
+2,112
New +$218K 0.11% 75
2022
Q4 		– Sell
-32,458
Closed -$2.51M – 173
2022
Q3 		$2.51M Sell
32,458
-5,640
-15% -$469K 0.63% 40
2022
Q2 		$3.22M Buy
38,098
+7,939
+26% +$677K 0.65% 39
2022
Q1 		$2.75M Buy
30,159
+14,029
+87% +$1.27M 0.45% 50
2021
Q4 		$1.46M Buy
16,130
+12,611
+358% +$1.17M 0.23% 73
2021
Q3 		$306K Buy
+3,519
New +$318K 0.05% 140

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