IFG Advisory’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

IFG Advisory’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	$46.2K	Buy	+378	New	+$44.4K	﹤0.01%	1360
2024 Q3	–	Sell	-74,448	Closed	-$7.65M	–	582
2024 Q2	$7.65M	Sell	74,448 -32,400	-30%	-$3.34M	0.49%	42
2024 Q1	$11.4M	Buy	+106,848	New	+$10.6M	0.85%	20

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

IFG Advisory's SPGP Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 378 shares worth $46.2K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPGP as recently as Q2 2024.

IFG Advisory first reported a position in SPGP in Q1 2024 and has held it in 3 quarters since. The position peaked at $11.4M in Q1 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

IFG Advisory held 378 shares of Invesco S&P 500 GARP ETF worth $46.2K as of Q2 2026.
Invesco S&P 500 GARP ETF was a new IFG Advisory position in Q2 2026.
Invesco S&P 500 GARP ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1360 holding.
IFG Advisory first reported a position in Invesco S&P 500 GARP ETF in Q1 2024 and has held it in 3 quarters since.
IFG Advisory's Invesco S&P 500 GARP ETF position peaked at $11.4M in Q1 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.