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

Darwin 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	$291K	Buy	2,379 +5	+0.2%	+$587	0.08%	119
2026 Q1	$255K	Buy	2,374 +144	+6%	+$16.4K	0.08%	125
2025 Q4	$254K	Buy	2,230 +129	+6%	+$14.6K	0.08%	126
2025 Q3	$239K	Buy	2,101 +8	+0.4%	+$887	0.08%	124
2025 Q2	$225K	Buy	2,093 +115	+6%	+$11.5K	0.08%	124
2025 Q1	$208K	Hold	1,978	–	–	0.07%	129
2024 Q4	$208K	Sell	1,978 -307	-13%	-$33.1K	0.07%	129
2024 Q3	$239K	Buy	2,285 +173	+8%	+$17.7K	0.07%	127
2024 Q2	$217K	Buy	+2,112	New	+$218K	0.11%	75
2022 Q4	–	Sell	-32,458	Closed	-$2.51M	–	173
2022 Q3	$2.51M	Sell	32,458 -5,640	-15%	-$469K	0.63%	40
2022 Q2	$3.22M	Buy	38,098 +7,939	+26%	+$677K	0.65%	39
2022 Q1	$2.75M	Buy	30,159 +14,029	+87%	+$1.27M	0.45%	50
2021 Q4	$1.46M	Buy	16,130 +12,611	+358%	+$1.17M	0.23%	73
2021 Q3	$306K	Buy	+3,519	New	+$318K	0.05%	140

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

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

Darwin Wealth Management increased its Invesco S&P 500 GARP ETF (SPGP) stake by 0.21% in Q2 2026, buying an estimated $587 and bringing the position to 2,379 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #119.

Darwin Wealth Management first reported a position in SPGP in Q3 2021 and has held it in 14 quarters since. The position peaked at $3.22M in Q2 2022. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Darwin Wealth Management held 2,379 shares of Invesco S&P 500 GARP ETF worth $291K as of Q2 2026.
Darwin Wealth Management bought 5 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $587.
Invesco S&P 500 GARP ETF made up 0.08% of Darwin Wealth Management's portfolio in Q2 2026, its #119 holding.
Darwin Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q3 2021 and has held it in 14 quarters since.
Darwin Wealth Management's Invesco S&P 500 GARP ETF position peaked at $3.22M in Q2 2022.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.