Financial Gravity Asset Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Financial Gravity Asset 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 Q1	$538	Sell	5 -129	-96%	-$14.7K	﹤0.01%	798
2025 Q4	$15.3K	Hold	134	–	–	﹤0.01%	417
2025 Q3	$15.2K	Buy	+134	New	+$14.8K	﹤0.01%	484
2025 Q1	$13.4K	Buy	+134	New	+$14.1K	﹤0.01%	551
2024 Q2	$114K	Buy	+1,105	New	+$114K	0.03%	169

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's SPGP Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 96% in Q1 2026, selling an estimated $14.7K and leaving 5 shares worth $538. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Financial Gravity Asset Management first reported a position in SPGP in Q2 2024 and has held it in 5 quarters since. The position peaked at $114K in Q2 2024. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

Financial Gravity Asset Management held 5 shares of Invesco S&P 500 GARP ETF worth $538 as of Q1 2026.
Financial Gravity Asset Management sold 129 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $14.7K.
Invesco S&P 500 GARP ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #798 holding.
Financial Gravity Asset Management first reported a position in Invesco S&P 500 GARP ETF in Q2 2024 and has held it in 5 quarters since.
Financial Gravity Asset Management's Invesco S&P 500 GARP ETF position peaked at $114K in Q2 2024.
298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.