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

Founders Financial Alliance’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 		– Sell
-57
Closed -$5.69K – 609
2025
Q1 		$5.69K Hold
57
– – ﹤0.01% 552
2024
Q4 		$5.98K Hold
57
– – ﹤0.01% 513
2024
Q3 		$5.97K Hold
57
– – ﹤0.01% 520
2024
Q2 		$5.86K Hold
57
– – ﹤0.01% 504
2024
Q1 		$6.07K Buy
+57
New +$5.67K ﹤0.01% 508
2021
Q2 		– Sell
-38
Closed -$3K – 490
2021
Q1 		$3K Buy
+38
New +$2.95K ﹤0.01% 442

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 $377B 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Financial Alliance's SPGP Position: Q2 2025 in Review

Founders Financial Alliance sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2025, closing a stake of 57 shares — an estimated $5.69K sold.

Founders Financial Alliance first reported a position in SPGP in Q1 2021 and held it in 6 quarters. The position peaked at $6.07K in Q1 2024. 312 funds tracked by Wall St. Rank hold SPGP as of Q2 2025.

  • Founders Financial Alliance reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 57 Invesco S&P 500 GARP ETF shares in Q2 2025, an estimated $5.69K.
  • Founders Financial Alliance first reported a position in Invesco S&P 500 GARP ETF in Q1 2021 and held it in 6 quarters.
  • Founders Financial Alliance's Invesco S&P 500 GARP ETF position peaked at $6.07K in Q1 2024.
  • 312 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2025.

Based on Founders Financial Alliance's 13F filing for Q2 2025, filed 12 Aug 2025.