FGC
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Financial Gravity Companies’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Financial Gravity Companies’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 		$611 Buy
+5
New +$587 ﹤0.01% 844
2025
Q2 		$14.4K Buy
+134
New +$13.4K ﹤0.01% 517
2024
Q4 		$73.7K Sell
703
-8
-1% -$862 0.02% 241
2024
Q3 		$74.4K Buy
+711
New +$72.7K 0.02% 157

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
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
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
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

Financial Gravity Companies's SPGP Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 5 shares worth $611. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPGP as recently as Q2 2025.

Financial Gravity Companies first reported a position in SPGP in Q3 2024 and has held it in 4 quarters since. The position peaked at $74.4K in Q3 2024. 305 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Financial Gravity Companies held 5 shares of Invesco S&P 500 GARP ETF worth $611 as of Q2 2026.
  • Invesco S&P 500 GARP ETF was a new Financial Gravity Companies position in Q2 2026.
  • Invesco S&P 500 GARP ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #844 holding.
  • Financial Gravity Companies first reported a position in Invesco S&P 500 GARP ETF in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's Invesco S&P 500 GARP ETF position peaked at $74.4K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.