GGM Financials’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

GGM Financials’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	$55.6K	Buy	454 +1	+0.2%	+$117	0.02%	158
2026 Q1	$48.8K	Buy	453 +86	+23%	+$9.78K	0.02%	138
2025 Q4	$41.8K	Buy	367 +1	+0.3%	+$113	0.02%	132
2025 Q3	$41.6K	Buy	+366	New	+$40.6K	0.02%	128

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

GGM Financials's SPGP Position: Q2 2026 in Review

GGM Financials increased its Invesco S&P 500 GARP ETF (SPGP) stake by 0.22% in Q2 2026, buying an estimated $117 and bringing the position to 454 shares worth $55.6K. The position accounts for 0.02% of the portfolio, ranked #158.

GGM Financials first reported a position in SPGP in Q3 2025 and has held it in 4 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

GGM Financials held 454 shares of Invesco S&P 500 GARP ETF worth $55.6K as of Q2 2026.
GGM Financials bought 1 Invesco S&P 500 GARP ETF share in Q2 2026, an estimated $117.
Invesco S&P 500 GARP ETF made up 0.02% of GGM Financials's portfolio in Q2 2026, its #158 holding.
GGM Financials first reported a position in Invesco S&P 500 GARP ETF in Q3 2025 and has held it in 4 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.