FFA
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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
Q3 		$1.93M Sell
16,275
-28
-0.2% -$3.48K 0.01% 798
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

LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors's SPGP Position: Q3 2026 in Review

Farther Finance Advisors reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 0.17% in Q3 2026, selling an estimated $3.48K and leaving 16,275 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #798.

Farther Finance Advisors first reported a position in SPGP in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.99M in Q2 2026. 16 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

  • Farther Finance Advisors held 16,275 shares of Invesco S&P 500 GARP ETF worth $1.93M as of Q3 2026.
  • Farther Finance Advisors sold 28 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $3.48K.
  • Invesco S&P 500 GARP ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #798 holding.
  • Farther Finance Advisors first reported a position in Invesco S&P 500 GARP ETF in Q3 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's Invesco S&P 500 GARP ETF position peaked at $1.99M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.