Hobbs Group Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Hobbs Group Advisors’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 Q1	$458K	Sell	4,254 -30	-0.7%	-$3.41K	0.14%	104
2025 Q4	$488K	Sell	4,284 -489	-10%	-$55.2K	0.15%	102
2025 Q3	$542K	Hold	4,773	–	–	0.17%	94
2025 Q2	$514K	Sell	4,773 -3,509	-42%	-$350K	0.18%	94
2025 Q1	$827K	Sell	8,282 -4,774	-37%	-$503K	0.31%	62
2024 Q4	$1.37M	Sell	13,056 -137	-1%	-$14.8K	0.51%	38
2024 Q3	$1.38M	Sell	13,193 -5,964	-31%	-$610K	0.49%	34
2024 Q2	$1.97M	Buy	+19,157	New	+$1.97M	0.75%	26
2023 Q4	$3.42M	Buy	+34,872	New	+$3.22M	1.52%	14

Other funds holding SPGP

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

LPL Financial San Diego, California $376B 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

Fifth Third Bancorp

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

Northwestern Mutual Wealth Management

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

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

Campbell Deegan Wealth Management Richmond, Virginia $124M AUM 12.26% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return