GRP
SPGP icon

Global Retirement Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Global Retirement Partners’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 		$8.68M Buy
+70,945
New +$8.33M 0.13% 156
2025
Q4 		$10.2M Sell
89,428
-61,521
-41% -$6.95M 0.18% 112
2025
Q3 		$17.2M Sell
150,949
-30,671
-17% -$3.4M 0.38% 52
2025
Q2 		$19.6M Buy
+181,620
New +$18.1M 0.48% 41
2024
Q4 		$20.8M Sell
198,295
-6,390
-3% -$689K 0.6% 30
2024
Q3 		$21.4M Buy
204,685
+3,208
+2% +$328K 0.65% 28
2024
Q2 		$20.7M Buy
201,477
+11,641
+6% +$1.2M 0.65% 28
2024
Q1 		$20.2M Buy
189,836
+2,682
+1% +$267K 0.75% 24
2023
Q4 		$17.8M Buy
187,154
+55,295
+42% +$5.11M 0.74% 24
2023
Q3 		$11.7M Buy
131,859
+29,737
+29% +$2.77M 0.59% 30
2023
Q2 		$9.27M Buy
102,122
+161
+0.2% +$13.9K 0.45% 41
2023
Q1 		$8.67M Buy
101,961
+8,907
+10% +$771K 0.46% 40
2022
Q4 		$7.69M Buy
93,054
+1,663
+2% +$137K 0.53% 31
2022
Q3 		$7.49M Buy
91,391
+11,714
+15% +$974K 0.57% 28
2022
Q2 		$6.34M Buy
79,677
+3,780
+5% +$322K 0.51% 33
2022
Q1 		$6.29M Buy
+75,897
New +$6.87M 0.49% 36

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
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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

Global Retirement Partners's SPGP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 70,945 shares worth $8.68M. The stake represents 0.13% of the portfolio and ranks #156 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPGP as recently as Q4 2025.

Global Retirement Partners first reported a position in SPGP in Q1 2022 and has held it in 16 quarters since. The position peaked at $21.4M in Q3 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Global Retirement Partners held 70,945 shares of Invesco S&P 500 GARP ETF worth $8.68M as of Q2 2026.
  • Invesco S&P 500 GARP ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco S&P 500 GARP ETF made up 0.13% of Global Retirement Partners's portfolio in Q2 2026, its #156 holding.
  • Global Retirement Partners first reported a position in Invesco S&P 500 GARP ETF in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's Invesco S&P 500 GARP ETF position peaked at $21.4M in Q3 2024.
  • 304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.