Campbell Deegan Wealth Management
SPGP icon

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

Campbell Deegan 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
Q3 		$23.6M Buy
198,308
+634
+0.3% +$78.9K 16.16% 2
2026
Q2 		$24.2M Buy
197,674
+4,128
+2% +$485K 17.14% 1
2026
Q1 		$20.8M Sell
193,546
-84
-0% -$9.6K 16.67% 3
2025
Q4 		$22M Buy
193,630
+5,843
+3% +$660K 17.8% 2
2025
Q3 		$21.3M Buy
187,787
+2,153
+1% +$239K 19.06% 1
2025
Q2 		$20M Buy
185,634
+10,237
+6% +$1.02M 19.69% 1
2025
Q1 		$17.5M Buy
175,397
+11,290
+7% +$1.19M 20.15% 2
2024
Q4 		$17.2M Buy
+164,107
New +$17.7M 20.67% 2

Other funds holding SPGP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Darrow Company
Darrow Company Needham, Massachusetts $250M AUM 9.37% 1-Year Est. Return
Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Campbell Deegan Wealth Management's SPGP Position: Q3 2026 in Review

Campbell Deegan Wealth Management increased its Invesco S&P 500 GARP ETF (SPGP) stake by 0.32% in Q3 2026, buying an estimated $78.9K and bringing the position to 198,308 shares worth $23.6M. The position accounts for 16.16% of the portfolio, ranked #2.

Campbell Deegan Wealth Management first reported a position in SPGP in Q4 2024 and has held it in 8 quarters since. The position peaked at $24.2M in Q2 2026. 223 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

  • Campbell Deegan Wealth Management held 198,308 shares of Invesco S&P 500 GARP ETF worth $23.6M as of Q3 2026.
  • Campbell Deegan Wealth Management bought 634 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $78.9K.
  • Invesco S&P 500 GARP ETF made up 16.16% of Campbell Deegan Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Campbell Deegan Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 8 quarters since.
  • Campbell Deegan Wealth Management's Invesco S&P 500 GARP ETF position peaked at $24.2M in Q2 2026.
  • 223 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.