Aptus Capital Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Aptus Capital Advisors’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	$44K	Buy	360 +114	+46%	+$13.4K	﹤0.01%	1399
2026 Q1	$26.5K	Sell	246 -18	-7%	-$2.05K	﹤0.01%	1363
2025 Q4	$30.1K	Sell	264 -150	-36%	-$16.9K	﹤0.01%	1363
2025 Q3	$47K	Sell	414 -35	-8%	-$3.88K	﹤0.01%	1241
2025 Q2	$48.4K	Sell	449 -293	-39%	-$29.2K	﹤0.01%	1183
2025 Q1	$74.1K	Sell	742 -180	-20%	-$19K	﹤0.01%	1053
2024 Q4	$96.7K	Buy	922 +717	+350%	+$77.3K	﹤0.01%	1016
2024 Q3	$21.5K	Buy	205 +141	+220%	+$14.4K	﹤0.01%	1029
2024 Q2	$6.58K	Sell	64 -631	-91%	-$65K	﹤0.01%	1056
2024 Q1	$74K	Buy	695 +316	+83%	+$31.4K	﹤0.01%	854
2023 Q4	$37.2K	Buy	379 +329	+658%	+$30.4K	﹤0.01%	709
2023 Q3	$4.56K	Buy	+50	New	+$4.66K	﹤0.01%	841
2023 Q1	–	Sell	-50	Closed	-$4.13K	–	886
2022 Q4	$4.13K	Buy	+50	New	+$4.12K	﹤0.01%	734

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

Aptus Capital Advisors's SPGP Position: Q2 2026 in Review

Aptus Capital Advisors increased its Invesco S&P 500 GARP ETF (SPGP) stake by 46% in Q2 2026, buying an estimated $13.4K and bringing the position to 360 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Aptus Capital Advisors first reported a position in SPGP in Q4 2022 and has held it in 13 quarters since. The position peaked at $96.7K in Q4 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Aptus Capital Advisors held 360 shares of Invesco S&P 500 GARP ETF worth $44K as of Q2 2026.
Aptus Capital Advisors bought 114 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $13.4K.
Invesco S&P 500 GARP ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1399 holding.
Aptus Capital Advisors first reported a position in Invesco S&P 500 GARP ETF in Q4 2022 and has held it in 13 quarters since.
Aptus Capital Advisors's Invesco S&P 500 GARP ETF position peaked at $96.7K in Q4 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.