Independence Bank of Kentucky’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Independence Bank of Kentucky’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	$330K	Hold	2,700	–	–	0.04%	245
2026 Q1	$291K	Hold	2,700	–	–	0.04%	246
2025 Q4	$307K	Hold	2,700	–	–	0.04%	245
2025 Q3	$307K	Hold	2,700	–	–	0.04%	251
2025 Q2	$291K	Hold	2,700	–	–	0.04%	246
2025 Q1	$270K	Hold	2,700	–	–	0.04%	250
2024 Q4	$283K	Buy	+2,700	New	+$291K	0.04%	253

Other funds holding SPGP

HFS

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

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Independence Bank of Kentucky's SPGP Position: Q2 2026 in Review

Independence Bank of Kentucky held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 2,700 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #245.

Independence Bank of Kentucky first reported a position in SPGP in Q4 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Independence Bank of Kentucky held 2,700 shares of Invesco S&P 500 GARP ETF worth $330K as of Q2 2026.
Independence Bank of Kentucky left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.04% of Independence Bank of Kentucky's portfolio in Q2 2026, its #245 holding.
Independence Bank of Kentucky first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 7 quarters since.
107 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.