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

Founders Financial Securities’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	-25,007	Closed	-$2.42M	–	511
2025 Q1	$2.42M	Buy	25,007 +1,847	+8%	+$195K	0.2%	103
2024 Q4	$2.43M	Buy	23,160 +2,732	+13%	+$294K	0.22%	87
2024 Q3	$2.14M	Buy	20,428 +810	+4%	+$82.8K	0.2%	100
2024 Q2	$2.02M	Buy	19,618 +4,242	+28%	+$437K	0.19%	104
2024 Q1	$1.64M	Buy	15,376 +3,286	+27%	+$327K	0.17%	117
2023 Q4	$1.19M	Buy	12,090 +6,147	+103%	+$568K	0.13%	136
2023 Q3	$542K	Buy	5,943 +3,163	+114%	+$295K	0.07%	206
2023 Q2	$252K	Buy	+2,780	New	+$240K	0.03%	280

Other funds holding SPGP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Founders Financial Securities sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2025, closing a stake of 25,007 shares — an estimated $2.42M sold.

Founders Financial Securities first reported a position in SPGP in Q2 2023 and held it in 8 quarters. The position peaked at $2.43M in Q4 2024. 312 funds tracked by Wall St. Rank hold SPGP as of Q2 2025.

Founders Financial Securities reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2025 after selling out during the quarter.
Founders Financial Securities sold 25,007 Invesco S&P 500 GARP ETF shares in Q2 2025, an estimated $2.42M.
Founders Financial Securities first reported a position in Invesco S&P 500 GARP ETF in Q2 2023 and held it in 8 quarters.
Founders Financial Securities's Invesco S&P 500 GARP ETF position peaked at $2.43M in Q4 2024.
312 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2025.

Based on Founders Financial Securities's 13F filing for Q2 2025, filed 6 Aug 2025.