Moisand Fitzgerald Tamayo’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Moisand Fitzgerald Tamayo’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	$22K	Hold	180	–	–	﹤0.01%	278
2026 Q1	$19.4K	Hold	180	–	–	﹤0.01%	275
2025 Q4	$20.5K	Hold	180	–	–	﹤0.01%	277
2025 Q3	$20.5K	Hold	180	–	–	﹤0.01%	274
2025 Q2	$19.4K	Hold	180	–	–	﹤0.01%	277
2025 Q1	$18K	Hold	180	–	–	﹤0.01%	284
2024 Q4	$18.9K	Sell	180 -66	-27%	-$7.11K	﹤0.01%	276
2024 Q3	$25.7K	Buy	246 +218	+779%	+$22.3K	﹤0.01%	257
2024 Q2	$2.88K	Buy	+28	New	+$2.88K	﹤0.01%	457

Other funds holding SPGP

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

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return

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

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 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

Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return