GAFA
SPGP icon

Garton & Associates Financial Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-81
Closed -$9.24K – 615
2025
Q4 		$9.24K Buy
+81
New +$9.15K 0.01% 854

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
Northwestern Mutual Wealth Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Garton & Associates Financial Advisors's SPGP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2026, closing a stake of 81 shares — an estimated $9.24K sold.

Garton & Associates Financial Advisors first reported a position in SPGP in Q4 2025 and held it in 1 quarter. The position peaked at $9.24K in Q4 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 81 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $9.24K.
  • Garton & Associates Financial Advisors first reported a position in Invesco S&P 500 GARP ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Invesco S&P 500 GARP ETF position peaked at $9.24K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.