GC Wealth Management RIA’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

GC Wealth Management RIA’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	$2.91M	Sell	23,799 -4,903	-17%	-$576K	0.17%	115
2026 Q1	$3.09M	Buy	28,702 +539	+2%	+$61.3K	0.13%	120
2025 Q4	$3.21M	Sell	28,163 -4,411	-14%	-$498K	0.12%	116
2025 Q3	$3.7M	Sell	32,574 -8,782	-21%	-$973K	0.12%	134
2025 Q2	$4.45M	Sell	41,356 -4,549	-10%	-$454K	0.36%	52
2025 Q1	$4.58M	Buy	45,905 +213	+0.5%	+$22.4K	0.84%	26
2024 Q4	$4.79M	Buy	45,692 +137	+0.3%	+$14.8K	0.84%	25
2024 Q3	$4.77M	Sell	45,555 -102	-0.2%	-$10.4K	0.83%	24
2024 Q2	$4.69M	Sell	45,657 -24	-0.1%	-$2.47K	0.93%	21
2024 Q1	$4.86M	Buy	45,681 +3,881	+9%	+$386K	0.97%	21
2023 Q4	$4.1M	Buy	+41,800	New	+$3.86M	1.85%	10

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

GC Wealth Management RIA's SPGP Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 17% in Q2 2026, selling an estimated $576K and leaving 23,799 shares worth $2.91M. The position accounts for 0.17% of the portfolio, ranked #115.

GC Wealth Management RIA first reported a position in SPGP in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.86M in Q1 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

GC Wealth Management RIA held 23,799 shares of Invesco S&P 500 GARP ETF worth $2.91M as of Q2 2026.
GC Wealth Management RIA sold 4,903 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $576K.
Invesco S&P 500 GARP ETF made up 0.17% of GC Wealth Management RIA's portfolio in Q2 2026, its #115 holding.
GC Wealth Management RIA first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Invesco S&P 500 GARP ETF position peaked at $4.86M in Q1 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.