Baron Financial Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Baron Financial Group’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	$2.17M	Sell	17,775 -800	-4%	-$93.9K	1.04%	28
2026 Q1	$2M	Buy	18,575 +10	+0.1%	+$1.14K	1.08%	28
2025 Q4	$2.11M	Sell	18,565 -45	-0.2%	-$5.08K	1.13%	28
2025 Q3	$2.11M	Sell	18,610 -30	-0.2%	-$3.33K	1.16%	28
2025 Q2	$2.01M	Buy	18,640 +305	+2%	+$30.4K	1.18%	28
2025 Q1	$1.83M	Buy	18,335 +103	+0.6%	+$10.8K	1.15%	27
2024 Q4	$1.91M	Buy	18,232 +45	+0.2%	+$4.85K	1.19%	27
2024 Q3	$1.9M	Sell	18,187 -90	-0.5%	-$9.2K	1.16%	27
2024 Q2	$1.88M	Buy	18,277 +587	+3%	+$60.5K	1.19%	27
2024 Q1	$1.88M	Buy	17,690 +316	+2%	+$31.4K	1.16%	27
2023 Q4	$1.7M	Buy	17,374 +325	+2%	+$30K	1.09%	29
2023 Q3	$1.56M	Buy	17,049 +716	+4%	+$66.7K	1.01%	29
2023 Q2	$1.48M	Buy	16,333 +1,835	+13%	+$158K	0.92%	31
2023 Q1	$1.24M	Buy	+14,498	New	+$1.25M	0.78%	33

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

Baron Financial Group's SPGP Position: Q2 2026 in Review

Baron Financial Group reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 4.3% in Q2 2026, selling an estimated $93.9K and leaving 17,775 shares worth $2.17M. The position accounts for 1.04% of the portfolio, ranked #28.

Baron Financial Group first reported a position in SPGP in Q1 2023 and has held it in 14 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Baron Financial Group held 17,775 shares of Invesco S&P 500 GARP ETF worth $2.17M as of Q2 2026.
Baron Financial Group sold 800 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $93.9K.
Invesco S&P 500 GARP ETF made up 1.04% of Baron Financial Group's portfolio in Q2 2026, its #28 holding.
Baron Financial Group first reported a position in Invesco S&P 500 GARP ETF in Q1 2023 and has held it in 14 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.