GPS Wealth Strategies Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-939	Closed	-$107K	–	1438
2025 Q3	$107K	Buy	939 +35	+4%	+$3.88K	0.01%	471
2025 Q2	$97.4K	Hold	904	–	–	0.01%	472
2025 Q1	$90.3K	Buy	904 +216	+31%	+$22.8K	0.01%	476
2024 Q4	$72.2K	Hold	688	–	–	0.01%	506
2024 Q3	$72K	Hold	688	–	–	0.01%	516
2024 Q2	$70.7K	Buy	688 +628	+1,047%	+$64.7K	0.01%	465
2024 Q1	$6.39K	Buy	60 +35	+140%	+$3.48K	﹤0.01%	952
2023 Q4	$2.45K	Hold	25	–	–	﹤0.01%	1094
2023 Q3	$2.28K	Hold	25	–	–	﹤0.01%	1101
2023 Q2	$2.27K	Buy	+25	New	+$2.15K	﹤0.01%	1101

Other funds holding SPGP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HFS

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

GPS Wealth Strategies Group's SPGP Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2025, closing a stake of 939 shares — an estimated $107K sold.

GPS Wealth Strategies Group first reported a position in SPGP in Q2 2023 and held it in 10 quarters. The position peaked at $107K in Q3 2025. 322 funds tracked by Wall St. Rank hold SPGP as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 939 Invesco S&P 500 GARP ETF shares in Q4 2025, an estimated $107K.
GPS Wealth Strategies Group first reported a position in Invesco S&P 500 GARP ETF in Q2 2023 and held it in 10 quarters.
GPS Wealth Strategies Group's Invesco S&P 500 GARP ETF position peaked at $107K in Q3 2025.
322 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.