Hobbs Group Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Hobbs Group Advisors’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	$520K	Hold	4,254	–	–	0.14%	103
2026 Q1	$458K	Sell	4,254 -30	-0.7%	-$3.41K	0.14%	104
2025 Q4	$488K	Sell	4,284 -489	-10%	-$55.2K	0.15%	102
2025 Q3	$542K	Hold	4,773	–	–	0.17%	94
2025 Q2	$514K	Sell	4,773 -3,509	-42%	-$350K	0.18%	94
2025 Q1	$827K	Sell	8,282 -4,774	-37%	-$503K	0.31%	62
2024 Q4	$1.37M	Sell	13,056 -137	-1%	-$14.8K	0.51%	38
2024 Q3	$1.38M	Sell	13,193 -5,964	-31%	-$610K	0.49%	34
2024 Q2	$1.97M	Buy	+19,157	New	+$1.97M	0.75%	26
2023 Q4	$3.42M	Buy	+34,872	New	+$3.22M	1.52%	14

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

Hobbs Group Advisors's SPGP Position: Q2 2026 in Review

Hobbs Group Advisors held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 4,254 shares worth $520K. The position accounts for 0.14% of the portfolio, ranked #103.

Hobbs Group Advisors first reported a position in SPGP in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.42M in Q4 2023. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Hobbs Group Advisors held 4,254 shares of Invesco S&P 500 GARP ETF worth $520K as of Q2 2026.
Hobbs Group Advisors left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.14% of Hobbs Group Advisors's portfolio in Q2 2026, its #103 holding.
Hobbs Group Advisors first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and has held it in 10 quarters since.
Hobbs Group Advisors's Invesco S&P 500 GARP ETF position peaked at $3.42M in Q4 2023.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.