BFG
SPGP icon

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
Q3 		$2.05M Sell
17,213
-562
-3% -$69.9K 1% 29
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

LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return
RMC
Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Baron Financial Group's SPGP Position: Q3 2026 in Review

Baron Financial Group reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 3.2% in Q3 2026, selling an estimated $69.9K and leaving 17,213 shares worth $2.05M. The position accounts for 1% of the portfolio, ranked #29.

Baron Financial Group first reported a position in SPGP in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.17M in Q2 2026. 28 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

  • Baron Financial Group held 17,213 shares of Invesco S&P 500 GARP ETF worth $2.05M as of Q3 2026.
  • Baron Financial Group sold 562 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $69.9K.
  • Invesco S&P 500 GARP ETF made up 1% of Baron Financial Group's portfolio in Q3 2026, its #29 holding.
  • Baron Financial Group first reported a position in Invesco S&P 500 GARP ETF in Q1 2023 and has held it in 15 quarters since.
  • Baron Financial Group's Invesco S&P 500 GARP ETF position peaked at $2.17M in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.