WWM
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Wolff Wiese Magana’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Wolff Wiese Magana’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
Q4 		– Sell
-19
Closed -$2.16K – 992
2025
Q3 		$2.16K Buy
+19
New +$2.11K ﹤0.01% 746

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 $445B AUM 25.58% 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 $61.7B AUM 33.76% 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
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Wolff Wiese Magana's SPGP Position: Q4 2025 in Review

Wolff Wiese Magana sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2025, closing a stake of 19 shares — an estimated $2.16K sold.

Wolff Wiese Magana first reported a position in SPGP in Q3 2025 and held it in 1 quarter. The position peaked at $2.16K in Q3 2025. 322 funds tracked by Wall St. Rank hold SPGP as of Q4 2025.

  • Wolff Wiese Magana reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2025 after selling out during the quarter.
  • Wolff Wiese Magana sold 19 Invesco S&P 500 GARP ETF shares in Q4 2025, an estimated $2.16K.
  • Wolff Wiese Magana first reported a position in Invesco S&P 500 GARP ETF in Q3 2025 and held it in 1 quarter.
  • Wolff Wiese Magana's Invesco S&P 500 GARP ETF position peaked at $2.16K in Q3 2025.
  • 322 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2025.

Based on Wolff Wiese Magana's 13F filing for Q4 2025, filed 14 Jan 2026.