HAP
SPGP icon

Harbor Asset Planning’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Harbor Asset Planning’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 		$26.6K Hold
217
– – 0.02% 285
2026
Q1 		$23.3K Buy
217
+1
+0.5% +$114 0.02% 284
2025
Q4 		$24.6K Hold
216
– – 0.02% 273
2025
Q3 		$24.5K Buy
216
+1
+0.5% +$111 0.02% 264
2025
Q2 		$23.2K Buy
+215
New +$21.4K 0.02% 264

Other funds holding SPGP

HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AIM
Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Harbor Asset Planning's SPGP Position: Q2 2026 in Review

Harbor Asset Planning held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 217 shares worth $26.6K. The position accounts for 0.02% of the portfolio, ranked #285.

Harbor Asset Planning first reported a position in SPGP in Q2 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Harbor Asset Planning held 217 shares of Invesco S&P 500 GARP ETF worth $26.6K as of Q2 2026.
  • Harbor Asset Planning left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 GARP ETF made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #285 holding.
  • Harbor Asset Planning first reported a position in Invesco S&P 500 GARP ETF in Q2 2025 and has held it in 5 quarters since.
  • 82 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.