DHJJ Financial Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

DHJJ Financial Advisors’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	$4.65K	Hold	38	–	–	﹤0.01%	676
2026 Q1	$4.09K	Hold	38	–	–	﹤0.01%	678
2025 Q4	$4.33K	Hold	38	–	–	﹤0.01%	645
2025 Q3	$4.32K	Hold	38	–	–	﹤0.01%	628
2025 Q2	$4.09K	Hold	38	–	–	﹤0.01%	624
2025 Q1	$3.8K	Hold	38	–	–	﹤0.01%	591
2024 Q4	$3.99K	Hold	38	–	–	﹤0.01%	569
2024 Q3	$3.98K	Buy	38 +15	+65%	+$1.53K	﹤0.01%	555
2024 Q2	$2.36K	Buy	23 +22	+2,200%	+$2.27K	﹤0.01%	551
2024 Q1	$107	Buy	+1	New	+$99	﹤0.01%	773

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

DHJJ Financial Advisors's SPGP Position: Q2 2026 in Review

DHJJ Financial Advisors held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 38 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

DHJJ Financial Advisors first reported a position in SPGP in Q1 2024 and has held it in 10 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

DHJJ Financial Advisors held 38 shares of Invesco S&P 500 GARP ETF worth $4.65K as of Q2 2026.
DHJJ Financial Advisors left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
Invesco S&P 500 GARP ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #676 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P 500 GARP ETF in Q1 2024 and has held it in 10 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.