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	–	450
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vermillion & White Wealth Management Group's SPGP Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2026, closing a stake of 1,528 shares — an estimated $174K sold.

Vermillion & White Wealth Management Group first reported a position in SPGP in Q1 2024 and held it in 8 quarters. The position peaked at $174K in Q4 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 1,528 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $174K.
Vermillion & White Wealth Management Group first reported a position in Invesco S&P 500 GARP ETF in Q1 2024 and held it in 8 quarters.
Vermillion & White Wealth Management Group's Invesco S&P 500 GARP ETF position peaked at $174K in Q4 2025.
298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.