Simplex Trading
SPGP icon

Simplex Trading’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Simplex Trading’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 		– Sell
-43
Closed -$4.63K – 10245
2026
Q1 		$4.63K Buy
+43
New +$4.89K ﹤0.01% 7940
2025
Q2 		– Sell
-8
Closed – – 9670
2025
Q1 		$0 Buy
+8
New +$843 ﹤0.01% 9603
2024
Q2 		– Sell
-32
Closed -$3K – 9740
2024
Q1 		$3K Sell
32
-56
-64% -$5.57K ﹤0.01% 8314
2023
Q4 		$8K Buy
+88
New +$8.13K ﹤0.01% 7605
2023
Q3 		– Sell
-45
Closed -$4K – 9748
2023
Q2 		$4K Buy
+45
New +$3.88K ﹤0.01% 8092
2023
Q1 		– Sell
-400
Closed -$33K – 10059
2022
Q4 		$33K Buy
+400
New +$33K ﹤0.01% 6348
2022
Q2 		– Sell
-926
Closed -$84K – 11020
2022
Q1 		$84K Buy
926
+626
+209% +$56.7K ﹤0.01% 6399
2021
Q4 		$29K Buy
+300
New +$27.8K ﹤0.01% 7953

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
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Simplex Trading's SPGP Position: Q2 2026 in Review

Simplex Trading sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2026, closing a stake of 43 shares — an estimated $4.63K sold.

Simplex Trading first reported a position in SPGP in Q4 2021 and held it in 8 quarters. The position peaked at $84K in Q1 2022. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Simplex Trading reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 43 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $4.63K.
  • Simplex Trading first reported a position in Invesco S&P 500 GARP ETF in Q4 2021 and held it in 8 quarters.
  • Simplex Trading's Invesco S&P 500 GARP ETF position peaked at $84K in Q1 2022.
  • 304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.