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RAFFA WEALTH MANAGEMENT, LLC’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

RAFFA WEALTH MANAGEMENT, 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
2025
Q3 		– Sell
-1,925
Closed -$207K – 1210
2025
Q2 		$207K Buy
+1,925
New +$192K 0.04% 86

Other funds holding SPGP

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LPL Financial
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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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SPGP Position: Q3 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2025, closing a stake of 1,925 shares — an estimated $207K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SPGP in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 306 funds tracked by Wall St. Rank hold SPGP as of Q3 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1,925 Invesco S&P 500 GARP ETF shares in Q3 2025, an estimated $207K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Invesco S&P 500 GARP ETF in Q2 2025 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Invesco S&P 500 GARP ETF position peaked at $207K in Q2 2025.
  • 306 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2025, filed 27 Jul 2026.