Vima LLC
SPGP icon

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
Q3 		$2.61K Hold
22
– – ﹤0.01% 318
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

Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Darrow Company
Darrow Company Needham, Massachusetts $250M AUM 9.37% 1-Year Est. Return
Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vima LLC's SPGP Position: Q3 2026 in Review

Vima LLC held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q3 2026 at 22 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Vima LLC first reported a position in SPGP in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.18M in Q4 2023. 115 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

  • Vima LLC held 22 shares of Invesco S&P 500 GARP ETF worth $2.61K as of Q3 2026.
  • Vima LLC left its Invesco S&P 500 GARP ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 GARP ETF made up ﹤0.01% of Vima LLC's portfolio in Q3 2026, its #318 holding.
  • Vima LLC first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and has held it in 6 quarters since.
  • Vima LLC's Invesco S&P 500 GARP ETF position peaked at $2.18M in Q4 2023.
  • 115 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.