Creative Planning
SPGP icon

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

Creative Planning’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 		$16.5M Sell
134,909
-16,979
-11% -$1.99M 0.01% 589
2026
Q1 		$16.3M Sell
151,888
-9,041
-6% -$1.03M 0.01% 511
2025
Q4 		$18.3M Sell
160,929
-14,910
-8% -$1.68M 0.01% 411
2025
Q3 		$20M Sell
175,839
-10,615
-6% -$1.18M 0.02% 364
2025
Q2 		$20.1M Sell
186,454
-14,276
-7% -$1.42M 0.02% 338
2025
Q1 		$20M Buy
200,730
+5,056
+3% +$533K 0.02% 326
2024
Q4 		$20.5M Buy
195,674
+104,517
+115% +$11.3M 0.02% 289
2024
Q3 		$9.54M Sell
91,157
-5,872
-6% -$600K 0.01% 447
2024
Q2 		$9.97M Buy
97,029
+670
+0.7% +$69K 0.01% 409
2024
Q1 		$10.3M Buy
96,359
+4,687
+5% +$466K 0.01% 396
2023
Q4 		$8.99M Buy
91,672
+14,599
+19% +$1.35M 0.02% 405
2023
Q3 		$7.03M Buy
77,073
+69,093
+866% +$6.44M 0.01% 441
2023
Q2 		$724K Buy
7,980
+10
+0.1% +$862 ﹤0.01% 1308
2023
Q1 		$680K Buy
7,970
+179
+2% +$15.5K ﹤0.01% 1296
2022
Q4 		$644K Hold
7,791
– – ﹤0.01% 1285
2022
Q3 		$583K Buy
+7,791
New +$648K ﹤0.01% 1242
2016
Q1 		– Sell
-1,275
Closed -$44K – 4504
2015
Q4 		$44K Hold
1,275
– – ﹤0.01% 2217
2015
Q3 		$41K Buy
+1,275
New +$43K ﹤0.01% 2180
2015
Q2 		– Sell
-1,275
Closed -$42K – 2739
2015
Q1 		$42K Hold
1,275
– – ﹤0.01% 2144
2014
Q4 		$42K Hold
1,275
– – ﹤0.01% 2129
2014
Q3 		$41K Hold
1,275
– – ﹤0.01% 2060
2014
Q2 		$40K Buy
+1,275
New +$38.2K ﹤0.01% 2027

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
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
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
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 Planning's SPGP Position: Q2 2026 in Review

Creative Planning reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 11% in Q2 2026, selling an estimated $1.99M and leaving 134,909 shares worth $16.5M. The position accounts for 0.01% of the portfolio, ranked #589.

Creative Planning first reported a position in SPGP in Q2 2014 and has held it in 22 quarters since. The position peaked at $20.5M in Q4 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Creative Planning held 134,909 shares of Invesco S&P 500 GARP ETF worth $16.5M as of Q2 2026.
  • Creative Planning sold 16,979 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $1.99M.
  • Invesco S&P 500 GARP ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #589 holding.
  • Creative Planning first reported a position in Invesco S&P 500 GARP ETF in Q2 2014 and has held it in 22 quarters since.
  • Creative Planning's Invesco S&P 500 GARP ETF position peaked at $20.5M in Q4 2024.
  • 304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.