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

Cornerstone 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	$797K	Buy	6,519 +1,086	+20%	+$127K	0.03%	382
2026 Q1	$585K	Buy	5,433 +721	+15%	+$82K	0.03%	410
2025 Q4	$537K	Buy	4,712 +929	+25%	+$105K	0.03%	407
2025 Q3	$430K	Buy	3,783 +338	+10%	+$37.5K	0.02%	452
2025 Q2	$371K	Buy	3,445 +527	+18%	+$52.5K	0.02%	460
2025 Q1	$291K	Buy	+2,918	New	+$307K	0.02%	481

Other funds holding SPGP

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Invesco S&P 500 GARP ETF (SPGP) stake by 20% in Q2 2026, buying an estimated $127K and bringing the position to 6,519 shares worth $797K. The position accounts for 0.03% of the portfolio, ranked #382.

Cornerstone Wealth Management first reported a position in SPGP in Q1 2025 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Cornerstone Wealth Management held 6,519 shares of Invesco S&P 500 GARP ETF worth $797K as of Q2 2026.
Cornerstone Wealth Management bought 1,086 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $127K.
Invesco S&P 500 GARP ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #382 holding.
Cornerstone Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q1 2025 and has held it in 6 quarters since.
99 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.