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

Copia 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 Q2	$19K	Hold	155	–	–	0.01%	286
2026 Q1	$16.7K	Hold	155	–	–	0.01%	277
2025 Q4	$17.6K	Hold	155	–	–	0.01%	273
2025 Q3	$17.6K	Hold	155	–	–	0.01%	272
2025 Q2	$16.7K	Buy	155 +76	+96%	+$7.58K	0.01%	249
2025 Q1	$7.89K	Hold	79	–	–	0.01%	300
2024 Q4	$8.29K	Buy	+79	New	+$8.51K	0.01%	276

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

Copia Wealth Management's SPGP Position: Q2 2026 in Review

Copia Wealth Management held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 155 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #286.

Copia Wealth Management first reported a position in SPGP in Q4 2024 and has held it in 7 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Copia Wealth Management held 155 shares of Invesco S&P 500 GARP ETF worth $19K as of Q2 2026.
Copia Wealth Management left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #286 holding.
Copia Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 7 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.