Hudock Inc’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Hudock Inc’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	$3.85M	Sell	35,768 -6,935	-16%	-$789K	0.57%	31
2025 Q4	$4.86M	Sell	42,703 -797	-2%	-$90K	0.72%	29
2025 Q3	$4.94M	Sell	43,500 -204	-0.5%	-$22.6K	0.75%	27
2025 Q2	$4.71M	Buy	43,704 +7,108	+19%	+$709K	0.76%	26
2025 Q1	$3.66M	Buy	36,596 +5,852	+19%	+$616K	0.64%	27
2024 Q4	$3.22M	Buy	30,744 +418	+1%	+$45K	0.56%	29
2024 Q3	$3.17M	Buy	30,326 +885	+3%	+$90.5K	0.55%	28
2024 Q2	$3.03M	Buy	29,441 +25,743	+696%	+$2.65M	0.56%	32
2024 Q1	$394K	Sell	3,698 -24,304	-87%	-$2.42M	0.09%	97
2023 Q4	$2.75M	Buy	+28,002	New	+$2.59M	0.59%	26
2023 Q3	–	Sell	-3,238	Closed	-$294K	–	159
2023 Q2	$294K	Buy	3,238 +120	+4%	+$10.3K	0.07%	119
2023 Q1	$266K	Buy	+3,118	New	+$270K	0.07%	125
2022 Q4	–	Sell	-738	Closed	-$55K	–	644
2022 Q3	$55K	Buy	+738	New	+$61.3K	0.02%	289

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