VWA
SPGP icon

Visionary Wealth Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Visionary Wealth Advisors’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 		$1.64M Buy
15,255
+33
+0.2% +$3.75K 0.07% 217
2025
Q4 		$1.73M Sell
15,222
-1,709
-10% -$193K 0.08% 212
2025
Q3 		$1.92M Sell
16,931
-29
-0.2% -$3.21K 0.09% 200
2025
Q2 		$1.83M Buy
16,960
+128
+0.8% +$12.8K 0.09% 201
2025
Q1 		$1.68M Sell
16,832
-765
-4% -$80.6K 0.1% 194
2024
Q4 		$1.85M Buy
17,597
+299
+2% +$32.2K 0.11% 184
2024
Q3 		$1.81M Buy
17,298
+1,351
+8% +$138K 0.11% 187
2024
Q2 		$1.64M Buy
15,947
+1,479
+10% +$152K 0.11% 190
2024
Q1 		$1.54M Buy
14,468
+3,934
+37% +$391K 0.1% 197
2023
Q4 		$1.03M Buy
10,534
+3,954
+60% +$366K 0.08% 224
2023
Q3 		$600K Buy
6,580
+2,847
+76% +$265K 0.05% 272
2023
Q2 		$339K Buy
3,733
+330
+10% +$28.4K 0.03% 346
2023
Q1 		$290K Buy
+3,403
New +$294K 0.02% 359

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 $377B 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 $125M 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 $570B AUM 27.57% 1-Year Est. Return