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 Q3	$229K	Sell	1,929 -646	-25%	-$80.4K	0.08%	102
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Darrow Company Needham, Massachusetts $250M AUM 9.37% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foronjy Financial's SPGP Position: Q3 2026 in Review

Foronjy Financial reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 25% in Q3 2026, selling an estimated $80.4K and leaving 1,929 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #102.

Foronjy Financial first reported a position in SPGP in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.82M in Q2 2025. 179 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

Foronjy Financial held 1,929 shares of Invesco S&P 500 GARP ETF worth $229K as of Q3 2026.
Foronjy Financial sold 646 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $80.4K.
Invesco S&P 500 GARP ETF made up 0.08% of Foronjy Financial's portfolio in Q3 2026, its #102 holding.
Foronjy Financial first reported a position in Invesco S&P 500 GARP ETF in Q2 2025 and has held it in 6 quarters since.
Foronjy Financial's Invesco S&P 500 GARP ETF position peaked at $1.82M in Q2 2025.
179 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Foronjy Financial's 13F filing for Q3 2026, filed 14 Oct 2026.