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 Q2	–	Sell	-6,754	Closed	-$727K	–	1546
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 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

Independent Advisor Alliance's SPGP Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2026, closing a stake of 6,754 shares — an estimated $727K sold.

Independent Advisor Alliance first reported a position in SPGP in Q4 2019 and held it in 3 quarters. The position peaked at $5.61M in Q4 2019. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 6,754 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $727K.
Independent Advisor Alliance first reported a position in Invesco S&P 500 GARP ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Invesco S&P 500 GARP ETF position peaked at $5.61M in Q4 2019.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.