SPGP — INVESCO EXCHANGE-TRADED FD TR S&P 500 GARP ETF

Ownership history in VIMA LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which VIMA LLC reported a position in INVESCO EXCHANGE-TRADED FD TR 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.

Peak position
4.81% (2023 Q4)
Avg. % of fund
4.09%
First filed
2023 Q4
Last filed
2024 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 15,275 -4,384 -22.3% 3.26% $1.6M $103.10
2024 Q2 REDUCED 19,659 -656 -3.2% 4.40% $2.0M $100.92
2024 Q1 ADDED 20,315 +20,207 +18710.2% 3.88% $1.7M $104.22
2023 Q4 INITIATED 108 — — 4.81% $2.2M —
% 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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