AWM
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Axxcess Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Axxcess Wealth Management’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 		$291K Buy
+2,380
New +$279K ﹤0.01% 865
2026
Q1 		– Sell
-2,224
Closed -$253K – 909
2025
Q4 		$253K Buy
+2,224
New +$251K ﹤0.01% 906

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
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
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
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

Axxcess Wealth Management's SPGP Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 2,380 shares worth $291K. The stake represents ﹤0.01% of the portfolio and ranks #865 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SPGP as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SPGP in Q4 2025 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Axxcess Wealth Management held 2,380 shares of Invesco S&P 500 GARP ETF worth $291K as of Q2 2026.
  • Invesco S&P 500 GARP ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Invesco S&P 500 GARP ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #865 holding.
  • Axxcess Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2025 and has held it in 2 quarters since.
  • 304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.