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

Coppell Advisory Solutions’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	$832K	Buy	+2,286	New	+$268K	0.07%	213
2026 Q1	–	Sell	-3,362	Closed	-$386K	–	302
2025 Q4	$386K	Buy	3,362 +48	+1%	+$5.42K	0.04%	292
2025 Q3	$377K	Sell	3,314 -4,727	-59%	-$524K	0.04%	292
2025 Q2	$859K	Buy	+8,041	New	+$802K	0.1%	171
2025 Q1	–	Sell	-6,886	Closed	-$719K	–	1637
2024 Q4	$719K	Sell	6,886 -465	-6%	-$50.1K	0.1%	143
2024 Q3	$771K	Buy	+7,351	New	+$751K	0.11%	138
2023 Q3	–	Sell	-4	Closed	-$361	–	1510
2023 Q2	$361	Buy	+4	New	+$345	﹤0.01%	1268

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

Coppell Advisory Solutions's SPGP Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 2,286 shares worth $832K. The stake represents 0.07% of the portfolio and ranks #213 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SPGP as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SPGP in Q2 2023 and has held it in 7 quarters since. The position peaked at $859K in Q2 2025. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Coppell Advisory Solutions held 2,286 shares of Invesco S&P 500 GARP ETF worth $832K as of Q2 2026.
Invesco S&P 500 GARP ETF was a new Coppell Advisory Solutions position in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.07% of Coppell Advisory Solutions's portfolio in Q2 2026, its #213 holding.
Coppell Advisory Solutions first reported a position in Invesco S&P 500 GARP ETF in Q2 2023 and has held it in 7 quarters since.
Coppell Advisory Solutions's Invesco S&P 500 GARP ETF position peaked at $859K in Q2 2025.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.