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Galvin Gaustad & Stein’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Galvin Gaustad & Stein’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 		– Sell
-23,756
Closed -$2.7M – 268
2025
Q4 		$2.7M Buy
+23,756
New +$2.68M 0.21% 83

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Galvin Gaustad & Stein's SPGP Position: Q1 2026 in Review

Galvin Gaustad & Stein sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2026, closing a stake of 23,756 shares — an estimated $2.7M sold.

Galvin Gaustad & Stein first reported a position in SPGP in Q4 2025 and held it in 1 quarter. The position peaked at $2.7M in Q4 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

  • Galvin Gaustad & Stein reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2026 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 23,756 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $2.7M.
  • Galvin Gaustad & Stein first reported a position in Invesco S&P 500 GARP ETF in Q4 2025 and held it in 1 quarter.
  • Galvin Gaustad & Stein's Invesco S&P 500 GARP ETF position peaked at $2.7M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.