Iams Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Iams Wealth Management’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 Q3	–	Sell	-3,416	Closed	-$368K	–	193
2025 Q2	$368K	Sell	3,416 -376	-10%	-$37.5K	0.17%	130
2025 Q1	$379K	Buy	3,792 +269	+8%	+$28.3K	0.17%	126
2024 Q4	$369K	Buy	3,523 +355	+11%	+$38.3K	0.17%	123
2024 Q3	$332K	Buy	3,168 +533	+20%	+$54.5K	0.16%	118
2024 Q2	$271K	Buy	2,635 +165	+7%	+$17K	0.15%	121
2024 Q1	$248K	Sell	2,470 -376	-13%	-$37.4K	0.15%	105
2023 Q4	$279K	Buy	2,846 +152	+6%	+$14.1K	0.18%	99
2023 Q3	$246K	Buy	+2,694	New	+$251K	0.17%	106
2023 Q2	–	Sell	-4,443	Closed	-$383K	–	211
2023 Q1	$374K	Buy	+4,443	New	+$384K	0.31%	81

Other funds holding SPGP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

HFS

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Iams Wealth Management's SPGP Position: Q3 2025 in Review

Iams Wealth Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2025, closing a stake of 3,416 shares — an estimated $368K sold.

Iams Wealth Management first reported a position in SPGP in Q1 2023 and held it in 9 quarters. The position peaked at $379K in Q1 2025. 306 funds tracked by Wall St. Rank hold SPGP as of Q3 2025.

Iams Wealth Management reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2025 after selling out during the quarter.
Iams Wealth Management sold 3,416 Invesco S&P 500 GARP ETF shares in Q3 2025, an estimated $368K.
Iams Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q1 2023 and held it in 9 quarters.
Iams Wealth Management's Invesco S&P 500 GARP ETF position peaked at $379K in Q1 2025.
306 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2025.

Based on Iams Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.