Coastal Bridge Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Coastal Bridge Advisors’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	$19.9M	Sell	162,594 -5,345	-3%	-$627K	1.23%	19
2026 Q1	$18.1M	Sell	167,939 -1,840	-1%	-$209K	1.28%	16
2025 Q4	$19.3M	Buy	169,779 +686	+0.4%	+$77.5K	1.44%	13
2025 Q3	$19.2M	Sell	169,093 -10	-0%	-$1.11K	1.45%	12
2025 Q2	$18.2M	Buy	169,103 +3,792	+2%	+$378K	1.5%	10
2025 Q1	$16.5M	Buy	+165,311	New	+$17.4M	1.49%	12

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Coastal Bridge Advisors's SPGP Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 3.2% in Q2 2026, selling an estimated $627K and leaving 162,594 shares worth $19.9M. The position accounts for 1.23% of the portfolio, ranked #19.

Coastal Bridge Advisors first reported a position in SPGP in Q1 2025 and has held it in 6 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Coastal Bridge Advisors held 162,594 shares of Invesco S&P 500 GARP ETF worth $19.9M as of Q2 2026.
Coastal Bridge Advisors sold 5,345 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $627K.
Invesco S&P 500 GARP ETF made up 1.23% of Coastal Bridge Advisors's portfolio in Q2 2026, its #19 holding.
Coastal Bridge Advisors first reported a position in Invesco S&P 500 GARP ETF in Q1 2025 and has held it in 6 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.