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

Bartlett & Co 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 		$5.26K Hold
43
– – ﹤0.01% 1086
2026
Q1 		$4.98K Buy
+43
New +$4.89K ﹤0.01% 1021
2024
Q3 		– Sell
-1,253
Closed -$129K – 1155
2024
Q2 		$129K Buy
+1,253
New +$129K ﹤0.01% 502

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

Bartlett & Co Wealth Management's SPGP Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 43 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Bartlett & Co Wealth Management first reported a position in SPGP in Q2 2024 and has held it in 3 quarters since. The position peaked at $129K in Q2 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Bartlett & Co Wealth Management held 43 shares of Invesco S&P 500 GARP ETF worth $5.26K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 GARP ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1086 holding.
  • Bartlett & Co Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q2 2024 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's Invesco S&P 500 GARP ETF position peaked at $129K in Q2 2024.
  • 304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.