Longview Financial Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Longview Financial Advisors’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	$13.9M	Buy	113,518 +3,818	+3%	+$448K	8.12%	4
2026 Q1	$11.8M	Buy	109,700 +2,262	+2%	+$257K	7.21%	5
2025 Q4	$12.2M	Buy	107,438 +1,428	+1%	+$161K	8.31%	4
2025 Q3	$12M	Sell	106,010 -28,395	-21%	-$3.15M	8.59%	3
2025 Q2	$14.5M	Buy	134,405 +437	+0.3%	+$43.6K	12.3%	3
2025 Q1	$13.4M	Buy	133,968 +24,369	+22%	+$2.57M	11.48%	3
2024 Q4	$11.5M	Buy	109,599 +7,198	+7%	+$776K	9.05%	3
2024 Q3	$10.7M	Buy	102,401 +912	+0.9%	+$93.2K	7.85%	5
2024 Q2	$10.4M	Sell	101,489 -245	-0.2%	-$25.2K	7.93%	5
2024 Q1	$10.8M	Buy	101,734 +474	+0.5%	+$47.1K	8.13%	5
2023 Q4	$9.93M	Buy	+101,260	New	+$9.36M	7.98%	6

Other funds holding SPGP

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

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return