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
Q1 		$4.63K Buy
+43
New +$4.89K ﹤0.01% 7940
2025
Q2 		– Sell
-8
Closed – – 10562
2025
Q1 		$0 Buy
+8
New +$843 ﹤0.01% 10436
2024
Q2 		– Sell
-32
Closed -$3K – 10650
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 – 10692
2023
Q2 		$4K Buy
+45
New +$3.88K ﹤0.01% 8092
2023
Q1 		– Sell
-400
Closed -$33K – 11022
2022
Q4 		$33K Buy
+400
New +$33K ﹤0.01% 6348
2022
Q2 		– Sell
-926
Closed -$84K – 11818
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 $1.66T 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