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 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

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

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

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return