Cerity Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Cerity Partners’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	$4.9M	Sell	40,051 -351	-0.9%	-$41.2K	0.01%	1112
2026 Q1	$4.35M	Buy	40,402 +1,311	+3%	+$149K	0.01%	1081
2025 Q4	$4.45M	Sell	39,091 -296	-0.8%	-$33.4K	0.01%	970
2025 Q3	$4.48M	Buy	39,387 +628	+2%	+$69.6K	0.01%	903
2025 Q2	$4.17M	Buy	+38,759	New	+$3.86M	0.01%	892

Other funds holding SPGP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 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

Cerity Partners's SPGP Position: Q2 2026 in Review

Cerity Partners reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 0.87% in Q2 2026, selling an estimated $41.2K and leaving 40,051 shares worth $4.9M. The position accounts for 0.01% of the portfolio, ranked #1112.

Cerity Partners first reported a position in SPGP in Q2 2025 and has held it in 5 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Cerity Partners held 40,051 shares of Invesco S&P 500 GARP ETF worth $4.9M as of Q2 2026.
Cerity Partners sold 351 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $41.2K.
Invesco S&P 500 GARP ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1112 holding.
Cerity Partners first reported a position in Invesco S&P 500 GARP ETF in Q2 2025 and has held it in 5 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.