SPGP — Invesco S&P 500 Garp

Ownership history in WESCAP Management Group, Inc.  ·  24 quarters on record

AI Ownership Summary

WESCAP Management Group, Inc. reported Invesco S&P 500 Garp (SPGP) in 24 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.84% in 2023 Q3. The latest visible filing shows SPGP at 2.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPGP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WESCAP Management Group, Inc.'s position in Invesco S&P 500 Garp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPGP was reported at 2.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.84% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPGP stock page WESCAP Management Group, Inc. fund profile WESCAP Management Group, Inc. full holdings
How WESCAP Management Group, Inc. held SPGP — position size vs. price
% of Fund (quarterly)    SPGP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 121,827 +5,355 +4.6% 2.81% $13.9M 2026-02-14 (Est.) $114.19
2025 Q3 REDUCED 116,472 -98 -0.1% 2.78% $13.2M 2025-11-06 $109.47
2025 Q2 REDUCED 116,570 -16,297 -12.3% 2.86% $12.6M 2025-08-07 $106.88
2025 Q1 REDUCED 132,867 -4,092 -3.0% 3.24% $13.3M 2025-05-13 $103.54
2024 Q4 ADDED 136,959 +18,628 +15.7% 3.49% $14.4M 2025-02-12 $105.27
2024 Q3 REDUCED 118,331 -221 -0.2% 3.10% $12.4M 2024-11-14 $107.99
2024 Q2 ADDED 118,552 +1,481 +1.3% 3.45% $12.2M 2024-08-08 $96.92
2024 Q1 ADDED 117,071 +142 +0.1% 3.61% $12.5M 2024-05-13 $100.51
2023 Q4 REDUCED 116,929 -1,253 -1.1% 3.69% $11.5M 2024-02-06 $93.53
2023 Q3 ADDED 118,182 +1,322 +1.1% 3.84% $10.8M 2023-11-13 $87.40
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% 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% Stadion Money Management, LLC 3Y 7Y 1.22%

FAQ About WESCAP Management Group, Inc. and SPGP

These are the practical questions this page is built to answer before you even open the full history table.

How long has WESCAP Management Group, Inc. reported owning SPGP?

WESCAP Management Group, Inc. reported SPGP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPGP position in WESCAP Management Group, Inc.'s portfolio?

The largest reported portfolio weight for SPGP was 3.84% in 2023 Q3.

What is the latest reported SPGP position on this page?

The most recent filing on this page is 2025 Q4, when WESCAP Management Group, Inc. reported 121,827 shares, equal to 2.81% of portfolio, with an estimated market value of $13.9M.

What does the chart on this SPGP ownership page compare?

The chart compares WESCAP Management Group, Inc.'s quarterly SPGP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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