Grange Capital’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Grange Capital’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	$4.29M	Sell	35,063 -64,444	-65%	-$7.56M	3.95%	9
2026 Q1	$10.7M	Sell	99,507 -20,208	-17%	-$2.3M	10.67%	1
2025 Q4	$13.6M	Buy	119,715 +1,072	+0.9%	+$121K	13.08%	1
2025 Q3	$13.5M	Sell	118,643 -1,194	-1%	-$132K	13.03%	1
2025 Q2	$12.9M	Sell	119,837 -46,890	-28%	-$4.68M	13.5%	1
2025 Q1	$16.7M	Buy	166,727 +2,301	+1%	+$242K	19.41%	1
2024 Q4	$17.2M	Buy	+164,426	New	+$17.7M	18.07%	1

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

Grange Capital's SPGP Position: Q2 2026 in Review

Grange Capital reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 65% in Q2 2026, selling an estimated $7.56M and leaving 35,063 shares worth $4.29M. The position accounts for 3.95% of the portfolio, ranked #9.

Grange Capital first reported a position in SPGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.2M in Q4 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Grange Capital held 35,063 shares of Invesco S&P 500 GARP ETF worth $4.29M as of Q2 2026.
Grange Capital sold 64,444 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $7.56M.
Invesco S&P 500 GARP ETF made up 3.95% of Grange Capital's portfolio in Q2 2026, its #9 holding.
Grange Capital first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 7 quarters since.
Grange Capital's Invesco S&P 500 GARP ETF position peaked at $17.2M in Q4 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Grange Capital's 13F filing for Q2 2026, filed 28 Jul 2026.