IIM
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IFC & Insurance Marketing’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-101
Closed -$11K – 598
2025
Q4 		$11K Buy
+101
New +$11.4K 0.01% 383

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Bank of America
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Fifth Third Bancorp
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Northwestern Mutual Wealth Management
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
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFC & Insurance Marketing's SPGP Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2026, closing a stake of 101 shares — an estimated $11K sold.

IFC & Insurance Marketing first reported a position in SPGP in Q4 2025 and held it in 1 quarter. The position peaked at $11K in Q4 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 101 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $11K.
  • IFC & Insurance Marketing first reported a position in Invesco S&P 500 GARP ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Invesco S&P 500 GARP ETF position peaked at $11K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.