IFWM
SPGP icon

Institute for Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Institute for Wealth Management’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
-4,777
Closed -$514K – 1779
2026
Q1 		$514K Buy
4,777
+5
+0.1% +$569 0.05% 313
2025
Q4 		$543K Buy
4,772
+3
+0.1% +$339 0.06% 296
2025
Q3 		$542K Buy
4,769
+2
+0% +$222 0.06% 307
2025
Q2 		$513K Sell
4,767
-937
-16% -$93.4K 0.06% 312
2025
Q1 		$570K Sell
5,704
-288
-5% -$30.3K 0.07% 268
2024
Q4 		$628K Sell
5,992
-1,008
-14% -$109K 0.08% 249
2024
Q3 		$733K Buy
7,000
+2,039
+41% +$208K 0.09% 228
2024
Q2 		$510K Sell
4,961
-1,144
-19% -$118K 0.07% 276
2024
Q1 		$650K Buy
6,105
+205
+3% +$20.4K 0.08% 235
2023
Q4 		$578K Sell
5,900
-123
-2% -$11.4K 0.09% 238
2023
Q3 		$550K Buy
+6,023
New +$561K 0.1% 241

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
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
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
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

Institute for Wealth Management's SPGP Position: Q2 2026 in Review

Institute for Wealth Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2026, closing a stake of 4,777 shares — an estimated $514K sold.

Institute for Wealth Management first reported a position in SPGP in Q3 2023 and held it in 11 quarters. The position peaked at $733K in Q3 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Institute for Wealth Management reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2026 after selling out during the quarter.
  • Institute for Wealth Management sold 4,777 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $514K.
  • Institute for Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q3 2023 and held it in 11 quarters.
  • Institute for Wealth Management's Invesco S&P 500 GARP ETF position peaked at $733K in Q3 2024.
  • 304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.