CVA Family Office’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

CVA Family Office’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	$266K	Sell	2,175 -93	-4%	-$10.9K	0.02%	292
2026 Q1	$244K	Buy	2,268 +1	+0%	+$114	0.03%	293
2025 Q4	$258K	Sell	2,267 -123	-5%	-$13.9K	0.03%	258
2025 Q3	$272K	Hold	2,390	–	–	0.04%	244
2025 Q2	$257K	Sell	2,390 -372	-13%	-$37.1K	0.04%	253
2025 Q1	$276K	Buy	2,762 +2,204	+395%	+$232K	0.04%	227
2024 Q4	$58.5K	Buy	+558	New	+$60.1K	0.01%	490

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

CVA Family Office's SPGP Position: Q2 2026 in Review

CVA Family Office reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 4.1% in Q2 2026, selling an estimated $10.9K and leaving 2,175 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #292.

CVA Family Office first reported a position in SPGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $276K in Q1 2025. 305 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

CVA Family Office held 2,175 shares of Invesco S&P 500 GARP ETF worth $266K as of Q2 2026.
CVA Family Office sold 93 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $10.9K.
Invesco S&P 500 GARP ETF made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #292 holding.
CVA Family Office first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 7 quarters since.
CVA Family Office's Invesco S&P 500 GARP ETF position peaked at $276K in Q1 2025.
305 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.