JWM
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JPL Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

JPL 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
2025
Q4 		– Sell
-811
Closed -$92.1K – 979
2025
Q3 		$92.1K Buy
+811
New +$89.9K 0.02% 177

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
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

JPL Wealth Management's SPGP Position: Q4 2025 in Review

JPL Wealth Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2025, closing a stake of 811 shares — an estimated $92.1K sold.

JPL Wealth Management first reported a position in SPGP in Q3 2025 and held it in 1 quarter. The position peaked at $92.1K in Q3 2025. 322 funds tracked by Wall St. Rank hold SPGP as of Q4 2025.

  • JPL Wealth Management reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2025 after selling out during the quarter.
  • JPL Wealth Management sold 811 Invesco S&P 500 GARP ETF shares in Q4 2025, an estimated $92.1K.
  • JPL Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q3 2025 and held it in 1 quarter.
  • JPL Wealth Management's Invesco S&P 500 GARP ETF position peaked at $92.1K in Q3 2025.
  • 322 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.