Continuum Advisory’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Continuum Advisory’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	$108K	Buy	+886	New	+$104K	0.01%	624
2025 Q2	–	Sell	-2,863	Closed	-$286K	–	1401
2025 Q1	$286K	Buy	2,863 +1,617	+130%	+$170K	0.04%	328
2024 Q4	$131K	Buy	1,246 +64	+5%	+$6.9K	0.02%	472
2024 Q3	$130K	Buy	1,182 +1,165	+6,853%	+$119K	0.02%	474
2024 Q2	$1.75K	Buy	+17	New	+$1.75K	﹤0.01%	1334

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

Continuum Advisory's SPGP Position: Q2 2026 in Review

Continuum Advisory opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 886 shares worth $108K. The stake represents 0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in SPGP as recently as Q1 2025.

Continuum Advisory first reported a position in SPGP in Q2 2024 and has held it in 5 quarters since. The position peaked at $286K in Q1 2025. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Continuum Advisory held 886 shares of Invesco S&P 500 GARP ETF worth $108K as of Q2 2026.
Invesco S&P 500 GARP ETF was a new Continuum Advisory position in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #624 holding.
Continuum Advisory first reported a position in Invesco S&P 500 GARP ETF in Q2 2024 and has held it in 5 quarters since.
Continuum Advisory's Invesco S&P 500 GARP ETF position peaked at $286K in Q1 2025.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.