Farther Finance Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Farther Finance Advisors’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	$1.99M	Sell	16,303 -30	-0.2%	-$3.52K	0.02%	745
2026 Q1	$1.76M	Sell	16,333 -28	-0.2%	-$3.18K	0.02%	712
2025 Q4	$1.86M	Sell	16,361 -422	-3%	-$47.7K	0.02%	614
2025 Q3	$1.91M	Buy	16,783 +7,347	+78%	+$814K	0.03%	475
2025 Q2	$1.02M	Sell	9,436 -936	-9%	-$93.3K	0.02%	580
2025 Q1	$1.04M	Buy	10,372 +54	+0.5%	+$5.69K	0.03%	484
2024 Q4	$1.08M	Buy	10,318 +2,586	+33%	+$279K	0.04%	347
2024 Q3	$809K	Buy	+7,732	New	+$790K	0.03%	413

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

Farther Finance Advisors's SPGP Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 0.18% in Q2 2026, selling an estimated $3.52K and leaving 16,303 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #745.

Farther Finance Advisors first reported a position in SPGP in Q3 2024 and has held it in 8 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Farther Finance Advisors held 16,303 shares of Invesco S&P 500 GARP ETF worth $1.99M as of Q2 2026.
Farther Finance Advisors sold 30 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $3.52K.
Invesco S&P 500 GARP ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #745 holding.
Farther Finance Advisors first reported a position in Invesco S&P 500 GARP ETF in Q3 2024 and has held it in 8 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.