VWWMG
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Vermillion & White Wealth Management Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-1,528
Closed -$174K – 451
2025
Q4 		$174K Hold
1,528
– – 0.09% 70
2025
Q3 		$174K Hold
1,528
– – 0.1% 68
2025
Q2 		$165K Buy
1,528
+754
+97% +$75.2K 0.11% 65
2025
Q1 		$77.3K Sell
774
-421
-35% -$44.3K 0.06% 97
2024
Q4 		$125K Hold
1,195
– – 0.09% 80
2024
Q3 		$125K Hold
1,195
– – 0.09% 74
2024
Q2 		$123K Sell
1,195
-6
-0.5% -$618 0.09% 75
2024
Q1 		$128K Buy
+1,201
New +$119K 0.1% 72

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