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Ethos Financial Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Ethos Financial Group’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
-8,095
Closed -$922K – 560
2025
Q4 		$922K Sell
8,095
-162
-2% -$18.3K 0.07% 203
2025
Q3 		$938K Buy
+8,257
New +$915K 0.07% 187
2024
Q2 		– Sell
-8,175
Closed -$871K – 312
2024
Q1 		$871K Buy
+8,175
New +$813K 0.16% 91

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ethos Financial Group's SPGP Position: Q1 2026 in Review

Ethos Financial Group sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2026, closing a stake of 8,095 shares — an estimated $922K sold.

Ethos Financial Group first reported a position in SPGP in Q1 2024 and held it in 3 quarters. The position peaked at $938K in Q3 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

  • Ethos Financial Group reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2026 after selling out during the quarter.
  • Ethos Financial Group sold 8,095 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $922K.
  • Ethos Financial Group first reported a position in Invesco S&P 500 GARP ETF in Q1 2024 and held it in 3 quarters.
  • Ethos Financial Group's Invesco S&P 500 GARP ETF position peaked at $938K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.