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 Q3	$25.9K	Buy	218 +1	+0.5%	+$124	0.02%	290
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

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Darrow Company Needham, Massachusetts $250M AUM 9.37% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbor Asset Planning's SPGP Position: Q3 2026 in Review

Harbor Asset Planning increased its Invesco S&P 500 GARP ETF (SPGP) stake by 0.46% in Q3 2026, buying an estimated $124 and bringing the position to 218 shares worth $25.9K. The position accounts for 0.02% of the portfolio, ranked #290.

Harbor Asset Planning first reported a position in SPGP in Q2 2025 and has held it in 6 quarters since. The position peaked at $26.6K in Q2 2026. 153 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

Harbor Asset Planning held 218 shares of Invesco S&P 500 GARP ETF worth $25.9K as of Q3 2026.
Harbor Asset Planning bought 1 Invesco S&P 500 GARP ETF share in Q3 2026, an estimated $124.
Invesco S&P 500 GARP ETF made up 0.02% of Harbor Asset Planning's portfolio in Q3 2026, its #290 holding.
Harbor Asset Planning first reported a position in Invesco S&P 500 GARP ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Invesco S&P 500 GARP ETF position peaked at $26.6K in Q2 2026.
153 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.