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 Q3	$987K	Buy	8,306 +1,787	+27%	+$222K	0.04%	335
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%	+$52.6K	0.02%	460
2025 Q1	$291K	Buy	+2,918	New	+$307K	0.02%	481

Other funds holding SPGP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Darrow Company Needham, Massachusetts $250M AUM 9.37% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

WESCAP Management Group Glendale, California $531M AUM 12.83% 1-Year Est. Return

Cornerstone Wealth Management's SPGP Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Invesco S&P 500 GARP ETF (SPGP) stake by 27% in Q3 2026, buying an estimated $222K and bringing the position to 8,306 shares worth $987K. The position accounts for 0.04% of the portfolio, ranked #335.

Cornerstone Wealth Management first reported a position in SPGP in Q1 2025 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

Cornerstone Wealth Management held 8,306 shares of Invesco S&P 500 GARP ETF worth $987K as of Q3 2026.
Cornerstone Wealth Management bought 1,787 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $222K.
Invesco S&P 500 GARP ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #335 holding.
Cornerstone Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q1 2025 and has held it in 7 quarters since.
197 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.