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 Q1	$20.8M	Sell	193,546 -84	-0%	-$9.55K	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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Campbell Deegan Wealth Management's SPGP Position: Q1 2026 in Review

Campbell Deegan Wealth Management reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 0.04% in Q1 2026, selling an estimated $9.55K and leaving 193,546 shares worth $20.8M. The position accounts for 16.67% of the portfolio, ranked #3.

Campbell Deegan Wealth Management first reported a position in SPGP in Q4 2024 and has held it in 6 quarters since. The position peaked at $22M in Q4 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

Campbell Deegan Wealth Management held 193,546 shares of Invesco S&P 500 GARP ETF worth $20.8M as of Q1 2026.
Campbell Deegan Wealth Management sold 84 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $9.55K.
Invesco S&P 500 GARP ETF made up 16.67% of Campbell Deegan Wealth Management's portfolio in Q1 2026, its #3 holding.
Campbell Deegan Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 6 quarters since.
Campbell Deegan Wealth Management's Invesco S&P 500 GARP ETF position peaked at $22M in Q4 2025.
298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.