Larson Financial Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Larson Financial Group’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	$222	Hold	2	–	–	﹤0.01%	3435
2025 Q4	$234	Sell	2 -278	-99%	-$31.4K	﹤0.01%	3255
2025 Q3	$31.8K	Hold	280	–	–	﹤0.01%	1389
2025 Q2	$30.2K	Hold	280	–	–	﹤0.01%	1288
2025 Q1	$28K	Buy	280 +278	+13,900%	+$29.3K	﹤0.01%	1237
2024 Q4	$214	Hold	2	–	–	﹤0.01%	2423
2024 Q3	$212	Hold	2	–	–	﹤0.01%	2354
2024 Q2	$208	Hold	2	–	–	﹤0.01%	2055
2024 Q1	$215	Hold	2	–	–	﹤0.01%	1629
2023 Q4	$197	Buy	+2	New	+$185	﹤0.01%	1655

Other funds holding SPGP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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