Arax Advisory Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Arax Advisory Partners’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	$648K	Buy	5,300 +2,651	+100%	+$311K	﹤0.01%	1466
2026 Q1	$285K	Buy	2,649 +2,143	+424%	+$244K	0.01%	898
2025 Q4	$57.6K	Buy	+506	New	+$57.1K	﹤0.01%	1535
2025 Q3	–	Sell	-505	Closed	-$54.3K	–	4201
2025 Q2	$54.3K	Sell	505 -198	-28%	-$19.7K	﹤0.01%	1195
2025 Q1	$70.2K	Sell	703 -267	-28%	-$28.1K	﹤0.01%	837
2024 Q4	$102K	Buy	+970	New	+$105K	0.01%	676

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

Arax Advisory Partners's SPGP Position: Q2 2026 in Review

Arax Advisory Partners increased its Invesco S&P 500 GARP ETF (SPGP) stake by 100% in Q2 2026, buying an estimated $311K and bringing the position to 5,300 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

Arax Advisory Partners first reported a position in SPGP in Q4 2024 and has held it in 6 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Arax Advisory Partners held 5,300 shares of Invesco S&P 500 GARP ETF worth $648K as of Q2 2026.
Arax Advisory Partners bought 2,651 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $311K.
Invesco S&P 500 GARP ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1466 holding.
Arax Advisory Partners first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 6 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.