Global Retirement Partners
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
Q3 		$8.01M Sell
67,410
-3,535
-5% -$440K 0.11% 173
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Campbell Deegan Wealth Management
Campbell Deegan Wealth Management Richmond, Virginia $146M AUM 12.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Darrow Company
Darrow Company Needham, Massachusetts $250M AUM 9.37% 1-Year Est. Return
Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Global Retirement Partners's SPGP Position: Q3 2026 in Review

Global Retirement Partners reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 5% in Q3 2026, selling an estimated $440K and leaving 67,410 shares worth $8.01M. The position accounts for 0.11% of the portfolio, ranked #173.

Global Retirement Partners first reported a position in SPGP in Q1 2022 and has held it in 17 quarters since. The position peaked at $21.4M in Q3 2024. 207 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

  • Global Retirement Partners held 67,410 shares of Invesco S&P 500 GARP ETF worth $8.01M as of Q3 2026.
  • Global Retirement Partners sold 3,535 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $440K.
  • Invesco S&P 500 GARP ETF made up 0.11% of Global Retirement Partners's portfolio in Q3 2026, its #173 holding.
  • Global Retirement Partners first reported a position in Invesco S&P 500 GARP ETF in Q1 2022 and has held it in 17 quarters since.
  • Global Retirement Partners's Invesco S&P 500 GARP ETF position peaked at $21.4M in Q3 2024.
  • 207 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.