GAMMA Investing’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

GAMMA Investing’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	$28.2K	Hold	237	–	–	﹤0.01%	2734
2026 Q2	$29K	Hold	237	–	–	﹤0.01%	2636
2026 Q1	$25.5K	Hold	237	–	–	﹤0.01%	2591
2025 Q4	$27K	Hold	237	–	–	﹤0.01%	2445
2025 Q3	$26.9K	Hold	237	–	–	﹤0.01%	2370
2025 Q2	$25.5K	Hold	237	–	–	﹤0.01%	2338
2025 Q1	$23.7K	Sell	237 -4	-2%	-$421	﹤0.01%	2287
2024 Q4	$25.3K	Hold	241	–	–	﹤0.01%	2143
2024 Q3	$25.2K	Hold	241	–	–	﹤0.01%	1963
2024 Q2	$24.8K	Buy	+241	New	+$24.8K	﹤0.01%	1705

Other funds holding SPGP

LFA

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

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

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

RMC

Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

GAMMA Investing's SPGP Position: Q3 2026 in Review

GAMMA Investing held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q3 2026 at 237 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2734.

GAMMA Investing first reported a position in SPGP in Q2 2024 and has held it in 10 quarters since. The position peaked at $29K in Q2 2026. 20 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

GAMMA Investing held 237 shares of Invesco S&P 500 GARP ETF worth $28.2K as of Q3 2026.
GAMMA Investing left its Invesco S&P 500 GARP ETF share count unchanged in Q3 2026.
Invesco S&P 500 GARP ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2734 holding.
GAMMA Investing first reported a position in Invesco S&P 500 GARP ETF in Q2 2024 and has held it in 10 quarters since.
GAMMA Investing's Invesco S&P 500 GARP ETF position peaked at $29K in Q2 2026.
20 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.