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Richardson Capital Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Richardson Capital 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
Q3 		– Sell
-38
Closed -$4.09K – 241
2025
Q2 		$4.09K Buy
38
+4
+12% +$399 ﹤0.01% 186
2025
Q1 		$3.4K Sell
34
-22
-39% -$2.32K ﹤0.01% 203
2024
Q4 		$5.87K Hold
56
– – ﹤0.01% 120
2024
Q3 		$5.86K Hold
56
– – ﹤0.01% 120
2024
Q2 		$5.76K Hold
56
– – ﹤0.01% 139
2024
Q1 		$5.96K Hold
56
– – ﹤0.01% 125
2023
Q4 		$5.49K Buy
+56
New +$5.18K 0.01% 114

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Richardson Capital Management's SPGP Position: Q3 2025 in Review

Richardson Capital Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2025, closing a stake of 38 shares — an estimated $4.09K sold.

Richardson Capital Management first reported a position in SPGP in Q4 2023 and held it in 7 quarters. The position peaked at $5.96K in Q1 2024. 306 funds tracked by Wall St. Rank hold SPGP as of Q3 2025.

  • Richardson Capital Management reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2025 after selling out during the quarter.
  • Richardson Capital Management sold 38 Invesco S&P 500 GARP ETF shares in Q3 2025, an estimated $4.09K.
  • Richardson Capital Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and held it in 7 quarters.
  • Richardson Capital Management's Invesco S&P 500 GARP ETF position peaked at $5.96K in Q1 2024.
  • 306 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2025.

Based on Richardson Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.