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

Foronjy Financial’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	$315K	Sell	2,575 -10,413	-80%	-$1.22M	0.12%	79
2026 Q1	$1.4M	Buy	12,988 +647	+5%	+$73.6K	0.58%	36
2025 Q4	$1.41M	Buy	12,341 +1,654	+15%	+$187K	0.59%	36
2025 Q3	$1.21M	Sell	10,687 -6,258	-37%	-$694K	0.53%	38
2025 Q2	$1.82M	Buy	+16,945	New	+$1.69M	0.85%	27

Other funds holding SPGP

HFS

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

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

Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return

LFA

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Foronjy Financial's SPGP Position: Q2 2026 in Review

Foronjy Financial reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 80% in Q2 2026, selling an estimated $1.22M and leaving 2,575 shares worth $315K. The position accounts for 0.12% of the portfolio, ranked #79.

Foronjy Financial first reported a position in SPGP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.82M in Q2 2025. 126 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Foronjy Financial held 2,575 shares of Invesco S&P 500 GARP ETF worth $315K as of Q2 2026.
Foronjy Financial sold 10,413 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $1.22M.
Invesco S&P 500 GARP ETF made up 0.12% of Foronjy Financial's portfolio in Q2 2026, its #79 holding.
Foronjy Financial first reported a position in Invesco S&P 500 GARP ETF in Q2 2025 and has held it in 5 quarters since.
Foronjy Financial's Invesco S&P 500 GARP ETF position peaked at $1.82M in Q2 2025.
126 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Foronjy Financial's 13F filing for Q2 2026, filed 23 Jul 2026.