HHCP
SPGP icon

Hilton Head Capital Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Hilton Head Capital Partners’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 		$14.4K Hold
118
– – 0.01% 533
2026
Q1 		$12.7K Hold
118
– – 0.01% 559
2025
Q4 		$13.4K Buy
+118
New +$13.3K 0.01% 537

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
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
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
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

Hilton Head Capital Partners's SPGP Position: Q2 2026 in Review

Hilton Head Capital Partners held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 118 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #533.

Hilton Head Capital Partners first reported a position in SPGP in Q4 2025 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Hilton Head Capital Partners held 118 shares of Invesco S&P 500 GARP ETF worth $14.4K as of Q2 2026.
  • Hilton Head Capital Partners left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 GARP ETF made up 0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #533 holding.
  • Hilton Head Capital Partners first reported a position in Invesco S&P 500 GARP ETF in Q4 2025 and has held it in 3 quarters since.
  • 304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.