Financial Network Wealth Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Financial Network Wealth 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	$113K	Hold	928	–	–	0.12%	153
2026 Q1	$99.9K	Hold	928	–	–	0.1%	164
2025 Q4	$106K	Hold	928	–	–	0.11%	161
2025 Q3	$105K	Hold	928	–	–	0.12%	159
2025 Q2	$99.9K	Hold	928	–	–	0.12%	160
2025 Q1	$92.7K	Hold	928	–	–	0.12%	159
2024 Q4	$97.3K	Hold	928	–	–	0.18%	104
2024 Q3	$97.1K	Hold	928	–	–	0.08%	202
2024 Q2	$95.4K	Buy	+928	New	+$95.6K	0.07%	226

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

Financial Network Wealth Advisors's SPGP Position: Q2 2026 in Review

Financial Network Wealth Advisors held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 928 shares worth $113K. The position accounts for 0.12% of the portfolio, ranked #153.

Financial Network Wealth Advisors first reported a position in SPGP in Q2 2024 and has held it in 9 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Financial Network Wealth Advisors held 928 shares of Invesco S&P 500 GARP ETF worth $113K as of Q2 2026.
Financial Network Wealth Advisors left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.12% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #153 holding.
Financial Network Wealth Advisors first reported a position in Invesco S&P 500 GARP ETF in Q2 2024 and has held it in 9 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.