RWPA
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Richard W. Paul & Associates’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Richard W. Paul & Associates’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
Q1 		$2.48K Hold
23
– – ﹤0.01% 263
2025
Q4 		$2.62K Sell
23
-34
-60% -$3.84K ﹤0.01% 252
2025
Q3 		$6.48K Sell
57
-55
-49% -$6.09K ﹤0.01% 236
2025
Q2 		$12.1K Buy
112
+9
+9% +$897 ﹤0.01% 237
2025
Q1 		$10.3K Sell
103
-38
-27% -$4K ﹤0.01% 236
2024
Q4 		$14.8K Sell
141
-23
-14% -$2.48K 0.01% 283
2024
Q3 		$17.2K Sell
164
-4
-2% -$409 0.01% 271
2024
Q2 		$17.3K Sell
168
-72
-30% -$7.42K 0.01% 263
2024
Q1 		$25.6K Sell
240
-152
-39% -$15.1K 0.01% 243
2023
Q4 		$38.4K Sell
392
-110
-22% -$10.2K 0.02% 223
2023
Q3 		$45.7K Sell
502
-28
-5% -$2.61K 0.02% 208
2023
Q2 		$48.2K Buy
530
+11
+2% +$948 0.02% 222
2023
Q1 		$44.3K Sell
519
-2
-0.4% -$173 0.02% 226
2022
Q4 		$43.1K Buy
+521
New +$42.9K 0.02% 225

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
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $124M AUM 12.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return