PS
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Principal Securities’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Principal Securities’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
-309
Closed -$35.1K – 3216
2025
Q3 		$35.1K Buy
309
+213
+222% +$23.6K ﹤0.01% 2131
2025
Q2 		$10.3K Buy
+96
New +$9.57K ﹤0.01% 2604
2025
Q1 		– Hold
0
– – – 3553
2024
Q4 		– Hold
0
– – – 3634
2024
Q3 		– Sell
-157
Closed -$16.1K – 3550
2024
Q2 		$16.1K Hold
157
– – ﹤0.01% 2177
2024
Q1 		$16.7K Hold
157
– – ﹤0.01% 2101
2023
Q4 		$15.4K Buy
+157
New +$14.5K ﹤0.01% 2065

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
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