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Koesten Hirschmann & Crabtree’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Koesten Hirschmann & Crabtree’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
-16
Closed -$1.82K – 212
2025
Q3 		$1.82K Hold
16
– – ﹤0.01% 195
2025
Q2 		$1.72K Hold
16
– – ﹤0.01% 237
2025
Q1 		$1.6K Hold
16
– – ﹤0.01% 171
2024
Q4 		$1.68K Hold
16
– – ﹤0.01% 162
2024
Q3 		$1.68K Buy
+16
New +$1.64K ﹤0.01% 164

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 $377B 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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 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 $125M AUM 12.26% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SPGP Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2025, closing a stake of 16 shares — an estimated $1.82K sold.

Koesten Hirschmann & Crabtree first reported a position in SPGP in Q3 2024 and held it in 5 quarters. The position peaked at $1.82K in Q3 2025. 322 funds tracked by Wall St. Rank hold SPGP as of Q4 2025.

  • Koesten Hirschmann & Crabtree reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 16 Invesco S&P 500 GARP ETF shares in Q4 2025, an estimated $1.82K.
  • Koesten Hirschmann & Crabtree first reported a position in Invesco S&P 500 GARP ETF in Q3 2024 and held it in 5 quarters.
  • Koesten Hirschmann & Crabtree's Invesco S&P 500 GARP ETF position peaked at $1.82K in Q3 2025.
  • 322 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.