Koshinski Asset Management
SPGP icon

Koshinski Asset Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Koshinski Asset 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
Q1 		– Sell
-2,679
Closed -$281M – 659
2024
Q4 		$281M Hold
2,679
– – 0.02% 498
2024
Q3 		$280K Hold
2,679
– – 0.02% 509
2024
Q2 		$273K Sell
2,679
-479
-15% -$49.3K 0.03% 483
2024
Q1 		$336K Sell
3,158
-825
-21% -$82K 0.03% 403
2023
Q4 		$390K Buy
+3,983
New +$368K 0.06% 334
2022
Q2 		– Sell
-1,206
Closed -$110K – 1777
2022
Q1 		$110K Buy
1,206
+2
+0.2% +$181 0.01% 795
2021
Q4 		$117K Buy
1,204
+2
+0.2% +$185 0.01% 799
2021
Q3 		$105K Buy
+1,202
New +$109K 0.01% 825
2018
Q4 		– Sell
-4,752
Closed -$259K – 503
2018
Q3 		$259K Buy
+4,752
New +$251K 0.04% 451

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Bank of America
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Fifth Third Bancorp
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return