Arkadios Wealth Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Arkadios Wealth 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	$2.44M	Sell	19,921 -3,202	-14%	-$376K	0.04%	467
2026 Q1	$2.49M	Sell	23,123 -6,633	-22%	-$754K	0.04%	433
2025 Q4	$3.39M	Buy	29,756 +455	+2%	+$51.4K	0.07%	305
2025 Q3	$3.33M	Buy	+29,301	New	+$3.25M	0.08%	267
2021 Q4	–	Sell	-81	Closed	-$7K	–	1607
2021 Q3	$7K	Hold	81	–	–	﹤0.01%	1535
2021 Q2	$7K	Hold	81	–	–	﹤0.01%	1636
2021 Q1	$6K	Hold	81	–	–	﹤0.01%	1330
2020 Q4	$5K	Hold	81	–	–	﹤0.01%	1129
2020 Q3	$5.09K	Sell	81 -234	-74%	-$13.8K	﹤0.01%	845
2020 Q2	$17.5K	Hold	315	–	–	0.01%	564
2020 Q1	$14K	Hold	315	–	–	0.01%	558
2019 Q4	$20.4K	Buy	+315	New	+$18.9K	0.01%	453

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

Arkadios Wealth Advisors's SPGP Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 14% in Q2 2026, selling an estimated $376K and leaving 19,921 shares worth $2.44M. The position accounts for 0.04% of the portfolio, ranked #467.

Arkadios Wealth Advisors first reported a position in SPGP in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.39M in Q4 2025. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Arkadios Wealth Advisors held 19,921 shares of Invesco S&P 500 GARP ETF worth $2.44M as of Q2 2026.
Arkadios Wealth Advisors sold 3,202 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $376K.
Invesco S&P 500 GARP ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #467 holding.
Arkadios Wealth Advisors first reported a position in Invesco S&P 500 GARP ETF in Q4 2019 and has held it in 12 quarters since.
Arkadios Wealth Advisors's Invesco S&P 500 GARP ETF position peaked at $3.39M in Q4 2025.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.