SPGP — INVESCO EXCHANGE TRADED FD T

Ownership history in TrinityPoint Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which TrinityPoint Wealth, LLC reported a position in INVESCO EXCHANGE TRADED FD T (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.

Peak position
2.41% (2024 Q3)
Avg. % of fund
1.66%
First filed
2023 Q1
Last filed
2024 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 163,037 +2,646 +1.6% 2.40% $17.1M $103.70
2024 Q3 ADDED 160,391 +27,917 +21.1% 2.41% $16.8M $103.10
2024 Q2 ADDED 132,474 +10,325 +8.5% 2.13% $13.6M $100.92
2024 Q1 ADDED 122,149 +8,254 +7.2% 2.15% $13.0M $104.22
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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