OP
SPGP icon

ORG Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

ORG Partners’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 		$1.82M Hold
16,012
– – 0.32% 68
2025
Q3 		$1.82M Hold
16,012
– – 0.33% 66
2025
Q2 		$1.74M Buy
16,012
+422
+3% +$42.1K 0.37% 58
2025
Q1 		$1.56M Buy
15,590
+1,713
+12% +$180K 0.38% 54
2024
Q4 		$1.46M Buy
13,877
+1,774
+15% +$191K 0.2% 88
2024
Q3 		$1.27M Hold
12,103
– – 0.2% 92
2024
Q2 		$1.24M Buy
+12,103
New +$1.25M 0.15% 126
2024
Q1 		– Sell
-11,026
Closed -$1.08M – 1030
2023
Q4 		$1.08M Buy
11,026
+9,930
+906% +$918K 0.18% 104
2023
Q3 		$100K Buy
+1,096
New +$102K 0.03% 402

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Bank of America
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Fifth Third Bancorp
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Northwestern Mutual Wealth Management
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HFS
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MWM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $124M AUM 12.26% 1-Year Est. Return