IWM
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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
2023
Q3 		– Sell
-3,658
Closed -$330K – 216
2023
Q2 		$330K Buy
+3,658
New +$315K 0.12% 106

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
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.