IAG Wealth Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

IAG Wealth 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 Q1	$43.8K	Hold	407	–	–	﹤0.01%	224
2025 Q4	$46.3K	Hold	407	–	–	0.01%	219
2025 Q3	$46.2K	Hold	407	–	–	0.01%	220
2025 Q2	$43.8K	Hold	407	–	–	0.01%	210
2025 Q1	$40.7K	Hold	407	–	–	0.01%	213
2024 Q4	$42.7K	Hold	407	–	–	0.01%	204
2024 Q3	$42.6K	Hold	407	–	–	0.01%	204
2024 Q2	$41.8K	Hold	407	–	–	0.01%	193
2024 Q1	$43.3K	Hold	407	–	–	0.01%	176
2023 Q4	$39.9K	Hold	407	–	–	0.01%	175
2023 Q3	$37.1K	Buy	+407	New	+$37.9K	0.01%	169

Other funds holding SPGP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IAG Wealth Partners's SPGP Position: Q1 2026 in Review

IAG Wealth Partners held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q1 2026 at 407 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

IAG Wealth Partners first reported a position in SPGP in Q3 2023 and has held it in 11 quarters since. The position peaked at $46.3K in Q4 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

IAG Wealth Partners held 407 shares of Invesco S&P 500 GARP ETF worth $43.8K as of Q1 2026.
IAG Wealth Partners left its Invesco S&P 500 GARP ETF share count unchanged in Q1 2026.
Invesco S&P 500 GARP ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #224 holding.
IAG Wealth Partners first reported a position in Invesco S&P 500 GARP ETF in Q3 2023 and has held it in 11 quarters since.
IAG Wealth Partners's Invesco S&P 500 GARP ETF position peaked at $46.3K in Q4 2025.
298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.