Envestnet Portfolio Solutions’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Envestnet Portfolio Solutions’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 Q1	–	Sell	-3,758	Closed	-$428K	–	1492
2025 Q4	$428K	Buy	3,758 +1,245	+50%	+$141K	﹤0.01%	1123
2025 Q3	$286K	Buy	+2,513	New	+$278K	﹤0.01%	1269
2024 Q3	–	Sell	-165,878	Closed	-$17M	–	1736
2024 Q2	$17M	Sell	165,878 -18,789	-10%	-$1.94M	0.06%	162
2024 Q1	$19.7M	Buy	184,667 +51,158	+38%	+$5.09M	0.07%	131
2023 Q4	$13.1M	Buy	133,509 +40,614	+44%	+$3.75M	0.05%	176
2023 Q3	$8.48M	Buy	+92,895	New	+$8.66M	0.04%	210

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Portfolio Solutions's SPGP Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2026, closing a stake of 3,758 shares — an estimated $428K sold.

Envestnet Portfolio Solutions first reported a position in SPGP in Q3 2023 and held it in 6 quarters. The position peaked at $19.7M in Q1 2024. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 3,758 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $428K.
Envestnet Portfolio Solutions first reported a position in Invesco S&P 500 GARP ETF in Q3 2023 and held it in 6 quarters.
Envestnet Portfolio Solutions's Invesco S&P 500 GARP ETF position peaked at $19.7M in Q1 2024.
298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.