Cadence Bank’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Cadence Bank’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
2025 Q4	$260K	Hold	2,281	–	–	0.02%	293
2025 Q3	$259K	Hold	2,281	–	–	0.02%	296
2025 Q2	$246K	Hold	2,281	–	–	0.02%	301
2025 Q1	$228K	Hold	2,281	–	–	0.02%	302
2024 Q4	$239K	Buy	+2,281	New	+$246K	0.02%	306

Other funds holding SPGP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HFS

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

Cadence Bank's SPGP Position: Q4 2025 in Review

Cadence Bank held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q4 2025 at 2,281 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #293.

Cadence Bank first reported a position in SPGP in Q4 2024 and has held it in 5 quarters since. 322 funds tracked by Wall St. Rank hold SPGP as of Q4 2025.

Cadence Bank held 2,281 shares of Invesco S&P 500 GARP ETF worth $260K as of Q4 2025.
Cadence Bank left its Invesco S&P 500 GARP ETF share count unchanged in Q4 2025.
Invesco S&P 500 GARP ETF made up 0.02% of Cadence Bank's portfolio in Q4 2025, its #293 holding.
Cadence Bank first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 5 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.