HighPoint Advisor Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

HighPoint Advisor Group’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	$1.83M	Buy	14,926 +11	+0.1%	+$1.29K	0.06%	218
2026 Q1	$1.61M	Sell	14,915 -2,547	-15%	-$290K	0.07%	220
2025 Q4	$1.99M	Buy	+17,462	New	+$1.97M	0.04%	315

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

HighPoint Advisor Group's SPGP Position: Q2 2026 in Review

HighPoint Advisor Group increased its Invesco S&P 500 GARP ETF (SPGP) stake by 0.07% in Q2 2026, buying an estimated $1.29K and bringing the position to 14,926 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #218.

HighPoint Advisor Group first reported a position in SPGP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.99M in Q4 2025. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

HighPoint Advisor Group held 14,926 shares of Invesco S&P 500 GARP ETF worth $1.83M as of Q2 2026.
HighPoint Advisor Group bought 11 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $1.29K.
Invesco S&P 500 GARP ETF made up 0.06% of HighPoint Advisor Group's portfolio in Q2 2026, its #218 holding.
HighPoint Advisor Group first reported a position in Invesco S&P 500 GARP ETF in Q4 2025 and has held it in 3 quarters since.
HighPoint Advisor Group's Invesco S&P 500 GARP ETF position peaked at $1.99M in Q4 2025.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.