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

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

Moisand Fitzgerald Tamayo's SPGP Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 180 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Moisand Fitzgerald Tamayo first reported a position in SPGP in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.7K in Q3 2024. 305 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Moisand Fitzgerald Tamayo held 180 shares of Invesco S&P 500 GARP ETF worth $22K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
Invesco S&P 500 GARP ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #278 holding.
Moisand Fitzgerald Tamayo first reported a position in Invesco S&P 500 GARP ETF in Q2 2024 and has held it in 9 quarters since.
Moisand Fitzgerald Tamayo's Invesco S&P 500 GARP ETF position peaked at $25.7K in Q3 2024.
305 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.