Prospera Financial Services’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Prospera Financial Services’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	$366K	Buy	+2,996	New	+$352K	0.01%	1168
2025 Q3	–	Sell	-7,154	Closed	-$772K	–	1399
2025 Q2	$772K	Sell	7,154 -3,683	-34%	-$367K	0.01%	747
2025 Q1	$1.08M	Sell	10,837 -2,942	-21%	-$310K	0.02%	542
2024 Q4	$1.45M	Sell	13,779 -345	-2%	-$37.2K	0.03%	445
2024 Q3	$1.48M	Sell	14,124 -26,427	-65%	-$2.7M	0.04%	404
2024 Q2	$4.17M	Sell	40,551 -15,000	-27%	-$1.55M	0.12%	196
2024 Q1	$5.92M	Buy	55,551 +19,951	+56%	+$1.98M	0.18%	123
2023 Q4	$3.49M	Buy	35,600 +4,687	+15%	+$433K	0.12%	203
2023 Q3	$2.82M	Buy	30,913 +9,602	+45%	+$895K	0.11%	213
2023 Q2	$1.93M	Buy	+21,311	New	+$1.84M	0.07%	273
2018 Q4	–	Sell	-16,796	Closed	-$897K	–	438
2018 Q3	$897K	Buy	16,796 +4,814	+40%	+$255K	0.17%	137
2018 Q2	$610K	Buy	+11,982	New	+$591K	0.08%	198

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