Golden State Equity Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Golden State Equity 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	–	Sell	-20,341	Closed	-$2.19M	–	1553
2026 Q1	$2.19M	Buy	+20,341	New	+$2.31M	0.17%	143
2025 Q2	–	Sell	-6,154	Closed	-$615K	–	472
2025 Q1	$615K	Sell	6,154 -2,542	-29%	-$268K	0.12%	208
2024 Q4	$912K	Buy	8,696 +1,554	+22%	+$167K	0.17%	143
2024 Q3	$748K	Buy	7,142 +1,064	+18%	+$109K	0.12%	196
2024 Q2	$625K	Buy	+6,078	New	+$626K	0.13%	175
2023 Q4	$479K	Buy	+4,884	New	+$452K	0.12%	201

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

Golden State Equity Partners's SPGP Position: Q2 2026 in Review

Golden State Equity Partners sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2026, closing a stake of 20,341 shares — an estimated $2.19M sold.

Golden State Equity Partners first reported a position in SPGP in Q4 2023 and held it in 6 quarters. The position peaked at $2.19M in Q1 2026. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Golden State Equity Partners reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 20,341 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $2.19M.
Golden State Equity Partners first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and held it in 6 quarters.
Golden State Equity Partners's Invesco S&P 500 GARP ETF position peaked at $2.19M in Q1 2026.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.