Thurston Springer Miller Herd & Titak’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Thurston Springer Miller Herd & Titak’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	$3.06K	Hold	25	–	–	﹤0.01%	1051
2026 Q1	$2.69K	Hold	25	–	–	﹤0.01%	1146
2025 Q4	$2.85K	Buy	+25	New	+$2.82K	﹤0.01%	1174
2025 Q3	–	Sell	-263	Closed	-$28.3K	–	1248
2025 Q2	$28.3K	Hold	263	–	–	﹤0.01%	832
2025 Q1	$26.3K	Sell	263 -130	-33%	-$13.7K	﹤0.01%	790
2024 Q4	$41.2K	Buy	393 +100	+34%	+$10.8K	0.01%	572
2024 Q3	$30.7K	Sell	293 -50	-15%	-$5.11K	0.01%	696
2024 Q2	$35.3K	Buy	+343	New	+$35.3K	0.01%	652

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

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 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

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return