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

Empirical 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	$306K	Sell	2,505 -678	-21%	-$79.6K	﹤0.01%	859
2026 Q1	$343K	Sell	3,183 -265	-8%	-$30.1K	0.01%	745
2025 Q4	$393K	Hold	3,448	–	–	0.01%	599
2025 Q3	$392K	Buy	3,448 +563	+20%	+$62.4K	0.01%	540
2025 Q2	$311K	Hold	2,885	–	–	0.01%	525
2025 Q1	$288K	Sell	2,885 -1,293	-31%	-$136K	0.01%	525
2024 Q4	$438K	Sell	4,178 -522	-11%	-$56.3K	0.01%	409
2024 Q3	$492K	Sell	4,700 -150	-3%	-$15.3K	0.01%	372
2024 Q2	$498K	Hold	4,850	–	–	0.01%	363
2024 Q1	$516K	Buy	4,850 +70	+1%	+$6.96K	0.02%	337
2023 Q4	$469K	Buy	+4,780	New	+$442K	0.02%	331

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return

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

Empirical Wealth Management reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 21% in Q2 2026, selling an estimated $79.6K and leaving 2,505 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Empirical Wealth Management first reported a position in SPGP in Q4 2023 and has held it in 11 quarters since. The position peaked at $516K in Q1 2024. 242 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Empirical Wealth Management held 2,505 shares of Invesco S&P 500 GARP ETF worth $306K as of Q2 2026.
Empirical Wealth Management sold 678 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $79.6K.
Invesco S&P 500 GARP ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #859 holding.
Empirical Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and has held it in 11 quarters since.
Empirical Wealth Management's Invesco S&P 500 GARP ETF position peaked at $516K in Q1 2024.
242 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.