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
2026 Q2	$716K	Buy	+5,854	New	+$687K	0.04%	372
2025 Q1	–	Sell	-2,679	Closed	-$281K	–	659
2024 Q4	$281K	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

Other funds holding SPGP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Koshinski Asset Management's SPGP Position: Q2 2026 in Review

Koshinski Asset Management opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 5,854 shares worth $716K. The stake represents 0.04% of the portfolio and ranks #372 among its holdings. This is a return to the name: Koshinski Asset Management previously reported a position in SPGP as recently as Q4 2024.

Koshinski Asset Management first reported a position in SPGP in Q3 2018 and has held it in 10 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Koshinski Asset Management held 5,854 shares of Invesco S&P 500 GARP ETF worth $716K as of Q2 2026.
Invesco S&P 500 GARP ETF was a new Koshinski Asset Management position in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.04% of Koshinski Asset Management's portfolio in Q2 2026, its #372 holding.
Koshinski Asset Management first reported a position in Invesco S&P 500 GARP ETF in Q3 2018 and has held it in 10 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.