SPGP — Invesco S&P 500 GARP ETF

Ownership history in Operose Advisors LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Operose Advisors LLC reported a position in Invesco S&P 500 GARP ETF (SPGP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 9 — 0% 0.00% $1K $113.41
2025 Q2 UNCHANGED 9 — 0% 0.00% $1K $107.35
2025 Q1 UNCHANGED 9 — 0% 0.00% $924 $99.22
2024 Q4 UNCHANGED 9 — 0% 0.00% $966 $103.70
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% of Fund (quarterly)    SPGP price (monthly, adj. close)

Other funds also holding SPGP

As of 2025 Q4 — sorted by position size

Longview Financial Advisors, Inc. 8.31% Darrow Company, Inc. 3Y 5.52% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 4.47% Cedar Wealth Management, LLC 3Y 7Y 4.33% Elevation Capital Advisory, LLC 2.91% WESCAP Management Group, Inc. 3Y 7Y 2.81% Alhambra Investment Management LLC 3Y 2.59% Johnson & White Wealth Management, LLC 3Y 2.27% D'Orazio & Associates, Inc. 3Y 7Y 1.85% Coastal Bridge Advisors, LLC 3Y 7Y 1.44%
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