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Israel Englander’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Israel Englander’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
2025
Q1 		– Sell
-2,352
Closed -$247K – 6369
2024
Q4 		$247K Buy
+2,352
New +$253K ﹤0.01% 5186

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Israel Englander's SPGP Position: Q1 2025 in Review

Israel Englander sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2025, closing a stake of 2,352 shares — an estimated $247K sold.

Israel Englander first reported a position in SPGP in Q4 2024 and held it in 1 quarter. The position peaked at $247K in Q4 2024. 317 funds tracked by Wall St. Rank hold SPGP as of Q1 2025.

  • Israel Englander reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2025 after selling out during the quarter.
  • Israel Englander sold 2,352 Invesco S&P 500 GARP ETF shares in Q1 2025, an estimated $247K.
  • Israel Englander first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and held it in 1 quarter.
  • Israel Englander's Invesco S&P 500 GARP ETF position peaked at $247K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2025.

Based on Millennium Management's 13F filing for Q1 2025, filed 15 May 2025.