Elevation Capital Advisory’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Elevation Capital Advisory’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	$9.8M	Buy	80,162 +36,498	+84%	+$4.28M	3.78%	8
2026 Q1	$4.7M	Sell	43,664 -18,856	-30%	-$2.14M	2%	18
2025 Q4	$7.12M	Buy	62,520 +29,477	+89%	+$3.33M	2.91%	10
2025 Q3	$3.75M	Buy	33,043 +5,758	+21%	+$638K	1.5%	26
2025 Q2	$2.94M	Buy	27,285 +2,534	+10%	+$253K	1.18%	26
2025 Q1	$2.47M	Buy	24,751 +1,108	+5%	+$117K	1.08%	30
2024 Q4	$2.48M	Buy	23,643 +1,436	+6%	+$155K	1.06%	26
2024 Q3	$2.32M	Buy	+22,207	New	+$2.27M	1.03%	30

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

Elevation Capital Advisory's SPGP Position: Q2 2026 in Review

Elevation Capital Advisory increased its Invesco S&P 500 GARP ETF (SPGP) stake by 84% in Q2 2026, buying an estimated $4.28M and bringing the position to 80,162 shares worth $9.8M. The position accounts for 3.78% of the portfolio, ranked #8.

Elevation Capital Advisory first reported a position in SPGP in Q3 2024 and has held it in 8 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Elevation Capital Advisory held 80,162 shares of Invesco S&P 500 GARP ETF worth $9.8M as of Q2 2026.
Elevation Capital Advisory bought 36,498 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $4.28M.
Invesco S&P 500 GARP ETF made up 3.78% of Elevation Capital Advisory's portfolio in Q2 2026, its #8 holding.
Elevation Capital Advisory first reported a position in Invesco S&P 500 GARP ETF in Q3 2024 and has held it in 8 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.