Creative Financial Designs’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Creative Financial Designs’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	$41.5K	Sell	339 -26	-7%	-$3.05K	﹤0.01%	1070
2026 Q1	$39.2K	Sell	365 -11	-3%	-$1.25K	﹤0.01%	981
2025 Q4	$42.9K	Hold	376	–	–	﹤0.01%	917
2025 Q3	$42.7K	Sell	376 -441	-54%	-$48.9K	﹤0.01%	908
2025 Q2	$88K	Buy	817 +2	+0.2%	+$199	0.01%	700
2025 Q1	$81.4K	Sell	815 -447	-35%	-$47.1K	0.01%	672
2024 Q4	$132K	Sell	1,262 -70	-5%	-$7.54K	0.01%	537
2024 Q3	$139K	Sell	1,332 -1,151	-46%	-$118K	0.01%	526
2024 Q2	$255K	Sell	2,483 -3,443	-58%	-$355K	0.02%	382
2024 Q1	$631K	Sell	5,926 -58	-1%	-$5.77K	0.06%	233
2023 Q4	$587K	Buy	5,984 +5,216	+679%	+$482K	0.06%	218
2023 Q3	$70.1K	Buy	768 +2	+0.3%	+$186	0.01%	554
2023 Q2	$69.5K	Buy	766 +221	+41%	+$19K	0.01%	555
2023 Q1	$46.5K	Buy	+545	New	+$47.2K	0.01%	616

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

Creative Financial Designs's SPGP Position: Q2 2026 in Review

Creative Financial Designs reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 7.1% in Q2 2026, selling an estimated $3.05K and leaving 339 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Creative Financial Designs first reported a position in SPGP in Q1 2023 and has held it in 14 quarters since. The position peaked at $631K in Q1 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Creative Financial Designs held 339 shares of Invesco S&P 500 GARP ETF worth $41.5K as of Q2 2026.
Creative Financial Designs sold 26 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $3.05K.
Invesco S&P 500 GARP ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1070 holding.
Creative Financial Designs first reported a position in Invesco S&P 500 GARP ETF in Q1 2023 and has held it in 14 quarters since.
Creative Financial Designs's Invesco S&P 500 GARP ETF position peaked at $631K in Q1 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.