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

Institute for 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
2026 Q1	$514K	Buy	4,777 +5	+0.1%	+$569	0.05%	313
2025 Q4	$543K	Buy	4,772 +3	+0.1%	+$339	0.06%	296
2025 Q3	$542K	Buy	4,769 +2	+0%	+$222	0.06%	307
2025 Q2	$513K	Sell	4,767 -937	-16%	-$93.4K	0.06%	312
2025 Q1	$570K	Sell	5,704 -288	-5%	-$30.3K	0.07%	268
2024 Q4	$628K	Sell	5,992 -1,008	-14%	-$109K	0.08%	249
2024 Q3	$733K	Buy	7,000 +2,039	+41%	+$208K	0.09%	228
2024 Q2	$510K	Sell	4,961 -1,144	-19%	-$118K	0.07%	276
2024 Q1	$650K	Buy	6,105 +205	+3%	+$20.4K	0.08%	235
2023 Q4	$578K	Sell	5,900 -123	-2%	-$11.4K	0.09%	238
2023 Q3	$550K	Buy	+6,023	New	+$561K	0.1%	241

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

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Institute for Wealth Management's SPGP Position: Q1 2026 in Review

Institute for Wealth Management increased its Invesco S&P 500 GARP ETF (SPGP) stake by 0.1% in Q1 2026, buying an estimated $569 and bringing the position to 4,777 shares worth $514K. The position accounts for 0.05% of the portfolio, ranked #313.

Institute for Wealth Management first reported a position in SPGP in Q3 2023 and has held it in 11 quarters since. The position peaked at $733K in Q3 2024. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

Institute for Wealth Management held 4,777 shares of Invesco S&P 500 GARP ETF worth $514K as of Q1 2026.
Institute for Wealth Management bought 5 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $569.
Invesco S&P 500 GARP ETF made up 0.05% of Institute for Wealth Management's portfolio in Q1 2026, its #313 holding.
Institute for Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q3 2023 and has held it in 11 quarters since.
Institute for Wealth Management's Invesco S&P 500 GARP ETF position peaked at $733K in Q3 2024.
298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.