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Independent Advisor Alliance’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Independent Advisor Alliance’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 		$727K Buy
+6,754
New +$768K 0.01% 979
2025
Q1 		– Sell
-20,246
Closed -$2.12M – 1289
2024
Q4 		$2.12M Buy
+20,246
New +$2.18M 0.03% 494
2020
Q1 		– Sell
-88,808
Closed -$5.61M – 798
2019
Q4 		$5.61M Buy
+88,808
New +$5.32M 0.24% 92

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Advisor Alliance's SPGP Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q1 2026: 6,754 shares worth $727K. The stake represents 0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in SPGP as recently as Q4 2024.

Independent Advisor Alliance first reported a position in SPGP in Q4 2019 and has held it in 3 quarters since. The position peaked at $5.61M in Q4 2019. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

  • Independent Advisor Alliance held 6,754 shares of Invesco S&P 500 GARP ETF worth $727K as of Q1 2026.
  • Invesco S&P 500 GARP ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco S&P 500 GARP ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #979 holding.
  • Independent Advisor Alliance first reported a position in Invesco S&P 500 GARP ETF in Q4 2019 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Invesco S&P 500 GARP ETF position peaked at $5.61M in Q4 2019.
  • 298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.