IRC
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Investors Research Corp’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Investors Research Corp’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
Q3 		$462K Sell
3,889
-530
-12% -$65.9K 0.08% 180
2026
Q2 		$540K Sell
4,419
-1,167
-21% -$137K 0.1% 166
2026
Q1 		$601K Hold
5,586
– – 0.11% 159
2025
Q4 		$636K Sell
5,586
-1,144
-17% -$129K 0.12% 169
2025
Q3 		$765K Sell
6,730
-393
-6% -$43.6K 0.14% 146
2025
Q2 		$767K Hold
7,123
– – 0.15% 145
2025
Q1 		$711K Hold
7,123
– – 0.15% 140
2024
Q4 		$747K Hold
7,123
– – 0.16% 142
2024
Q3 		$746K Sell
7,123
-57
-0.8% -$5.83K 0.16% 155
2024
Q2 		$738K Buy
7,180
+353
+5% +$36.4K 0.17% 147
2024
Q1 		$727K Buy
6,827
+434
+7% +$43.1K 0.17% 156
2023
Q4 		$627K Buy
6,393
+359
+6% +$33.2K 0.15% 179
2023
Q3 		$551K Buy
6,034
+105
+2% +$9.79K 0.14% 185
2023
Q2 		$538K Buy
5,929
+148
+3% +$12.8K 0.14% 198
2023
Q1 		$493K Buy
5,781
+190
+3% +$16.4K 0.13% 210
2022
Q4 		$462K Buy
5,591
+634
+13% +$52.2K 0.12% 216
2022
Q3 		$371K Buy
4,957
+902
+22% +$75K 0.11% 224
2022
Q2 		$323K Buy
4,055
+966
+31% +$82.3K 0.1% 244
2022
Q1 		$282K Buy
3,089
+869
+39% +$78.7K 0.08% 264
2021
Q4 		$215K Buy
2,220
+564
+34% +$52.3K 0.07% 295
2021
Q3 		$144K Buy
1,656
+442
+36% +$39.9K 0.05% 343
2021
Q2 		$106K Buy
1,214
+563
+86% +$48.2K 0.04% 389
2021
Q1 		$53K Buy
651
+338
+108% +$26.3K 0.02% 501
2020
Q4 		$23K Buy
313
+145
+86% +$9.6K 0.01% 701
2020
Q3 		$10K Buy
168
+74
+79% +$4.35K ﹤0.01% 833
2020
Q2 		$5K Buy
94
+21
+29% +$1.09K ﹤0.01% 920
2020
Q1 		$3K Buy
73
+53
+265% +$3.03K ﹤0.01% 993
2019
Q4 		$1K Buy
20
+10
+100% +$600 ﹤0.01% 1090
2019
Q3 		$1K Buy
+10
New +$560 ﹤0.01% 1097

Other funds holding SPGP

LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
RMC
Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return

Investors Research Corp's SPGP Position: Q3 2026 in Review

Investors Research Corp reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 12% in Q3 2026, selling an estimated $65.9K and leaving 3,889 shares worth $462K. The position accounts for 0.08% of the portfolio, ranked #180.

Investors Research Corp first reported a position in SPGP in Q3 2019 and has held it in 29 quarters since. The position peaked at $767K in Q2 2025. 23 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

  • Investors Research Corp held 3,889 shares of Invesco S&P 500 GARP ETF worth $462K as of Q3 2026.
  • Investors Research Corp sold 530 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $65.9K.
  • Invesco S&P 500 GARP ETF made up 0.08% of Investors Research Corp's portfolio in Q3 2026, its #180 holding.
  • Investors Research Corp first reported a position in Invesco S&P 500 GARP ETF in Q3 2019 and has held it in 29 quarters since.
  • Investors Research Corp's Invesco S&P 500 GARP ETF position peaked at $767K in Q2 2025.
  • 23 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.