Armis Advisers’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Armis Advisers’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	$592K	Sell	4,742 -570	-11%	-$66.9K	0.05%	241
2026 Q1	$616K	Sell	5,312 -1,486	-22%	-$169K	0.06%	216
2025 Q4	$728K	Buy	6,798 +981	+17%	+$111K	0.08%	175
2025 Q3	$653K	Sell	5,817 -237	-4%	-$26.3K	0.06%	171
2025 Q2	$660K	Buy	6,054 +615	+11%	+$61.3K	0.05%	240
2025 Q1	$524K	Buy	+5,439	New	+$573K	0.05%	242

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

Armis Advisers's SPGP Position: Q2 2026 in Review

Armis Advisers reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 11% in Q2 2026, selling an estimated $66.9K and leaving 4,742 shares worth $592K. The position accounts for 0.05% of the portfolio, ranked #241.

Armis Advisers first reported a position in SPGP in Q1 2025 and has held it in 6 quarters since. The position peaked at $728K in Q4 2025. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Armis Advisers held 4,742 shares of Invesco S&P 500 GARP ETF worth $592K as of Q2 2026.
Armis Advisers sold 570 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $66.9K.
Invesco S&P 500 GARP ETF made up 0.05% of Armis Advisers's portfolio in Q2 2026, its #241 holding.
Armis Advisers first reported a position in Invesco S&P 500 GARP ETF in Q1 2025 and has held it in 6 quarters since.
Armis Advisers's Invesco S&P 500 GARP ETF position peaked at $728K in Q4 2025.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.