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

BankPlus 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	$234K	Sell	1,917 -176	-8%	-$20.7K	0.11%	110
2026 Q1	$225K	Buy	2,093 +7	+0.3%	+$796	0.12%	109
2025 Q4	$238K	Buy	2,086 +3	+0.1%	+$339	0.13%	103
2025 Q3	$237K	Sell	2,083 -81	-4%	-$8.98K	0.14%	98
2025 Q2	$233K	Sell	2,164 -294	-12%	-$29.3K	0.15%	97
2025 Q1	$246K	Sell	2,458 -23,545	-91%	-$2.48M	0.18%	90
2024 Q4	$2.73M	Buy	+26,003	New	+$2.8M	2.03%	9

Other funds holding SPGP

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

BankPlus Wealth Management reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 8.4% in Q2 2026, selling an estimated $20.7K and leaving 1,917 shares worth $234K. The position accounts for 0.11% of the portfolio, ranked #110.

BankPlus Wealth Management first reported a position in SPGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.73M in Q4 2024. 126 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

BankPlus Wealth Management held 1,917 shares of Invesco S&P 500 GARP ETF worth $234K as of Q2 2026.
BankPlus Wealth Management sold 176 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $20.7K.
Invesco S&P 500 GARP ETF made up 0.11% of BankPlus Wealth Management's portfolio in Q2 2026, its #110 holding.
BankPlus Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Invesco S&P 500 GARP ETF position peaked at $2.73M in Q4 2024.
126 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.