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Vima LLC’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Vima LLC’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 		$2.69K Buy
+22
New +$2.58K ﹤0.01% 333
2024
Q3 		$1.6M Sell
15,275
-4,384
-22% -$448K 3.26% 8
2024
Q2 		$2.02M Sell
19,659
-656
-3% -$67.6K 4.4% 5
2024
Q1 		$1.73M Sell
20,315
-1,880
-8% -$187K 2% 3
2023
Q4 		$2.18M Buy
+22,195
New +$2.05M 5.02% 1

Other funds holding SPGP

HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Vima LLC's SPGP Position: Q2 2026 in Review

Vima LLC opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 22 shares worth $2.69K. The stake represents ﹤0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: Vima LLC previously reported a position in SPGP as recently as Q3 2024.

Vima LLC first reported a position in SPGP in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.18M in Q4 2023. 135 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Vima LLC held 22 shares of Invesco S&P 500 GARP ETF worth $2.69K as of Q2 2026.
  • Invesco S&P 500 GARP ETF was a new Vima LLC position in Q2 2026.
  • Invesco S&P 500 GARP ETF made up ﹤0.01% of Vima LLC's portfolio in Q2 2026, its #333 holding.
  • Vima LLC first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and has held it in 5 quarters since.
  • Vima LLC's Invesco S&P 500 GARP ETF position peaked at $2.18M in Q4 2023.
  • 135 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.