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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Investors Research Corp's SPGP Position: Q2 2026 in Review

Investors Research Corp reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 21% in Q2 2026, selling an estimated $137K and leaving 4,419 shares worth $540K. The position accounts for 0.1% of the portfolio, ranked #166.

Investors Research Corp first reported a position in SPGP in Q3 2019 and has held it in 28 quarters since. The position peaked at $767K in Q2 2025. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Investors Research Corp held 4,419 shares of Invesco S&P 500 GARP ETF worth $540K as of Q2 2026.
Investors Research Corp sold 1,167 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $137K.
Invesco S&P 500 GARP ETF made up 0.1% of Investors Research Corp's portfolio in Q2 2026, its #166 holding.
Investors Research Corp first reported a position in Invesco S&P 500 GARP ETF in Q3 2019 and has held it in 28 quarters since.
Investors Research Corp's Invesco S&P 500 GARP ETF position peaked at $767K in Q2 2025.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.