Oder Investment Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Oder Investment 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
2025 Q4	–	Sell	-1,970	Closed	-$224K	–	105
2025 Q3	$224K	Hold	1,970	–	–	0.16%	96
2025 Q2	$212K	Sell	1,970 -94	-5%	-$9.37K	0.16%	96
2025 Q1	$206K	Sell	2,064 -3,249	-61%	-$342K	0.18%	93
2024 Q4	$557K	Sell	5,313 -4,972	-48%	-$536K	0.46%	59
2024 Q3	$1.08M	Sell	10,285 -157	-2%	-$16K	0.93%	33
2024 Q2	$1.07M	Buy	10,442 +376	+4%	+$38.7K	0.97%	32
2024 Q1	$1.07M	Buy	10,066 +6	+0.1%	+$597	1%	30
2023 Q4	$986K	Sell	10,060 -51	-0.5%	-$4.71K	0.98%	31
2023 Q3	$923K	Buy	10,111 +1,000	+11%	+$93.2K	1%	25
2023 Q2	$827K	Buy	9,111 +60	+0.7%	+$5.17K	0.91%	29
2023 Q1	$772K	Buy	+9,051	New	+$783K	0.9%	33

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

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

HFS

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

CDWM

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

Oder Investment Management's SPGP Position: Q4 2025 in Review

Oder Investment Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2025, closing a stake of 1,970 shares — an estimated $224K sold.

Oder Investment Management first reported a position in SPGP in Q1 2023 and held it in 11 quarters. The position peaked at $1.08M in Q3 2024. 322 funds tracked by Wall St. Rank hold SPGP as of Q4 2025.

Oder Investment Management reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2025 after selling out during the quarter.
Oder Investment Management sold 1,970 Invesco S&P 500 GARP ETF shares in Q4 2025, an estimated $224K.
Oder Investment Management first reported a position in Invesco S&P 500 GARP ETF in Q1 2023 and held it in 11 quarters.
Oder Investment Management's Invesco S&P 500 GARP ETF position peaked at $1.08M in Q3 2024.
322 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2025.

Based on Oder Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.