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

Focus Financial Network’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
2025 Q3	–	Sell	-14,495	Closed	-$1.56M	–	766
2025 Q2	$1.56M	Sell	14,495 -5,739	-28%	-$572K	0.06%	226
2025 Q1	$2.02M	Sell	20,234 -11	-0.1%	-$1.16K	0.08%	180
2024 Q4	$2.12M	Sell	20,245 -259	-1%	-$27.9K	0.08%	175
2024 Q3	$2.15M	Buy	20,504 +531	+3%	+$54.3K	0.09%	177
2024 Q2	$2.1M	Buy	19,973 +1,357	+7%	+$140K	0.09%	166
2024 Q1	$1.86M	Sell	18,616 -7,049	-27%	-$701K	0.09%	171
2023 Q4	$2.52M	Buy	25,665 +11,578	+82%	+$1.07M	0.09%	178
2023 Q3	$1.29M	Buy	14,087 +9,643	+217%	+$899K	0.07%	198
2023 Q2	$403K	Buy	+4,444	New	+$383K	0.02%	407

Other funds holding SPGP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Financial Network's SPGP Position: Q3 2025 in Review

Focus Financial Network sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2025, closing a stake of 14,495 shares — an estimated $1.56M sold.

Focus Financial Network first reported a position in SPGP in Q2 2023 and held it in 9 quarters. The position peaked at $2.52M in Q4 2023. 306 funds tracked by Wall St. Rank hold SPGP as of Q3 2025.

Focus Financial Network reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2025 after selling out during the quarter.
Focus Financial Network sold 14,495 Invesco S&P 500 GARP ETF shares in Q3 2025, an estimated $1.56M.
Focus Financial Network first reported a position in Invesco S&P 500 GARP ETF in Q2 2023 and held it in 9 quarters.
Focus Financial Network's Invesco S&P 500 GARP ETF position peaked at $2.52M in Q4 2023.
306 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2025.

Based on Focus Financial Network's 13F filing for Q3 2025, filed 10 Oct 2025.