Evolution Advisers’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Evolution Advisers’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	$2K	Hold	18	–	–	﹤0.01%	169
2026 Q1	$1K	Hold	18	–	–	﹤0.01%	149
2025 Q4	$2K	Hold	18	–	–	﹤0.01%	155
2025 Q3	$2K	Hold	18	–	–	﹤0.01%	147
2025 Q2	$1K	Hold	18	–	–	﹤0.01%	144
2025 Q1	$1K	Hold	18	–	–	﹤0.01%	150
2024 Q4	$1K	Hold	18	–	–	﹤0.01%	153
2024 Q3	$1K	Hold	18	–	–	﹤0.01%	163
2024 Q2	$1K	Hold	18	–	–	﹤0.01%	154
2024 Q1	$2K	Hold	18	–	–	﹤0.01%	153
2023 Q4	$2K	Buy	+18	New	+$1.66K	﹤0.01%	192

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

Evolution Advisers's SPGP Position: Q2 2026 in Review

Evolution Advisers held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 18 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Evolution Advisers first reported a position in SPGP in Q4 2023 and has held it in 11 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Evolution Advisers held 18 shares of Invesco S&P 500 GARP ETF worth $2K as of Q2 2026.
Evolution Advisers 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 Evolution Advisers's portfolio in Q2 2026, its #169 holding.
Evolution Advisers first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and has held it in 11 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.