IRC
SPGP icon

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
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

HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
PS
Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return