Elevated Capital Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Elevated Capital 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	$83.5K	Hold	683	–	–	0.02%	297
2026 Q1	$73.5K	Hold	683	–	–	0.02%	314
2025 Q4	$77.8K	Buy	+683	New	+$77.1K	0.02%	316
2024 Q4	–	Sell	-2,966	Closed	-$310K	–	276
2024 Q3	$310K	Buy	2,966 +7	+0.2%	+$715	0.08%	242
2024 Q2	$304K	Sell	2,959 -570	-16%	-$58.7K	0.09%	200
2024 Q1	$376K	Sell	3,529 -44,272	-93%	-$4.4M	0.11%	149
2023 Q4	$4.69M	Sell	47,801 -3,220	-6%	-$298K	1.47%	12
2023 Q3	$4.66M	Sell	51,021 -842	-2%	-$78.5K	1.59%	14
2023 Q2	$4.71M	Buy	51,863 +5,349	+11%	+$461K	1.57%	12
2023 Q1	$3.97M	Sell	46,514 -1,267	-3%	-$110K	1.42%	17
2022 Q4	$3.95M	Sell	47,781 -3,433	-7%	-$283K	1.51%	17
2022 Q3	$3.83M	Buy	+51,214	New	+$4.26M	1.51%	19

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

Elevated Capital Advisors's SPGP Position: Q2 2026 in Review

Elevated Capital Advisors held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 683 shares worth $83.5K. The position accounts for 0.02% of the portfolio, ranked #297.

Elevated Capital Advisors first reported a position in SPGP in Q3 2022 and has held it in 12 quarters since. The position peaked at $4.71M in Q2 2023. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Elevated Capital Advisors held 683 shares of Invesco S&P 500 GARP ETF worth $83.5K as of Q2 2026.
Elevated Capital Advisors left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.02% of Elevated Capital Advisors's portfolio in Q2 2026, its #297 holding.
Elevated Capital Advisors first reported a position in Invesco S&P 500 GARP ETF in Q3 2022 and has held it in 12 quarters since.
Elevated Capital Advisors's Invesco S&P 500 GARP ETF position peaked at $4.71M in Q2 2023.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.