Action Point Financial Planning’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Action Point Financial Planning’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
2026 Q2	$101K	Buy	+829	New	+$97.3K	0.01%	595

Other funds holding SPGP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Action Point Financial Planning's SPGP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 829 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #595 among its holdings.

304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Action Point Financial Planning held 829 shares of Invesco S&P 500 GARP ETF worth $101K as of Q2 2026.
Invesco S&P 500 GARP ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #595 holding.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.