KWM
SPGP icon

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

Kingsview 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
2026
Q1 		$692K Buy
6,434
+271
+4% +$30.8K 0.01% 792
2025
Q4 		$702K Buy
6,163
+3,988
+183% +$450K 0.01% 739
2025
Q3 		$247K Sell
2,175
-189
-8% -$20.9K ﹤0.01% 1046
2025
Q2 		$255K Sell
2,364
-2,699
-53% -$269K ﹤0.01% 1011
2025
Q1 		$506K Sell
5,063
-1,312
-21% -$138K 0.01% 723
2024
Q4 		$669K Buy
6,375
+822
+15% +$88.6K 0.01% 658
2024
Q3 		$581K Sell
5,553
-3,594
-39% -$367K 0.01% 665
2024
Q2 		$940K Buy
9,147
+4,822
+111% +$497K 0.02% 528
2024
Q1 		$461K Sell
4,325
-1,303
-23% -$130K 0.01% 687
2023
Q4 		$552K Buy
5,628
+1,077
+24% +$99.6K 0.02% 611
2023
Q3 		$415K Buy
+4,551
New +$424K 0.01% 668
2021
Q3 		– Sell
-9,072
Closed -$800K – 1003
2021
Q2 		$800K Buy
+9,072
New +$777K 0.04% 430

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $124M AUM 12.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return