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

Evermay 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	$17.1K	Hold	140	–	–	﹤0.01%	458
2026 Q1	$15.1K	Hold	140	–	–	﹤0.01%	422
2025 Q4	$15.9K	Hold	140	–	–	﹤0.01%	407
2025 Q3	$15.9K	Hold	140	–	–	﹤0.01%	411
2025 Q2	$15.1K	Sell	140 -60	-30%	-$5.98K	﹤0.01%	412
2025 Q1	$20K	Hold	200	–	–	﹤0.01%	388
2024 Q4	$21K	Hold	200	–	–	﹤0.01%	379
2024 Q3	$20.9K	Hold	200	–	–	﹤0.01%	396
2024 Q2	$20.6K	Hold	200	–	–	﹤0.01%	402
2024 Q1	$21.3K	Buy	+200	New	+$19.9K	﹤0.01%	412

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

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

Evermay Wealth Management held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 140 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Evermay Wealth Management first reported a position in SPGP in Q1 2024 and has held it in 10 quarters since. The position peaked at $21.3K in Q1 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Evermay Wealth Management held 140 shares of Invesco S&P 500 GARP ETF worth $17.1K as of Q2 2026.
Evermay Wealth Management left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
Invesco S&P 500 GARP ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #458 holding.
Evermay Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q1 2024 and has held it in 10 quarters since.
Evermay Wealth Management's Invesco S&P 500 GARP ETF position peaked at $21.3K in Q1 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.