Hershey Financial Advisers’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Hershey Financial Advisers’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	$444K	Buy	+3,631	New	+$426K	0.32%	69
2025 Q4	–	Sell	-4,681	Closed	-$532K	–	103
2025 Q3	$532K	Buy	+4,681	New	+$519K	0.46%	58
2024 Q2	$809K	Buy	+7,874	New	+$811K	0.73%	36

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

Hershey Financial Advisers's SPGP Position: Q2 2026 in Review

Hershey Financial Advisers opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 3,631 shares worth $444K. The stake represents 0.32% of the portfolio and ranks #69 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in SPGP as recently as Q3 2025.

Hershey Financial Advisers first reported a position in SPGP in Q2 2024 and has held it in 3 quarters since. The position peaked at $809K in Q2 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Hershey Financial Advisers held 3,631 shares of Invesco S&P 500 GARP ETF worth $444K as of Q2 2026.
Invesco S&P 500 GARP ETF was a new Hershey Financial Advisers position in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.32% of Hershey Financial Advisers's portfolio in Q2 2026, its #69 holding.
Hershey Financial Advisers first reported a position in Invesco S&P 500 GARP ETF in Q2 2024 and has held it in 3 quarters since.
Hershey Financial Advisers's Invesco S&P 500 GARP ETF position peaked at $809K in Q2 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.