Investment Planning Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Investment Planning Advisors’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	$1.07M	Sell	8,774 -272	-3%	-$31.9K	0.25%	42
2026 Q1	$973K	Sell	9,046 -3	-0%	-$341	0.27%	38
2025 Q4	$1.03M	Buy	9,049 +7	+0.1%	+$790	0.3%	36
2025 Q3	$1.03M	Buy	9,042 +190	+2%	+$21.1K	0.32%	34
2025 Q2	$953K	Sell	8,852 -248	-3%	-$24.7K	0.34%	29
2025 Q1	$909K	Sell	9,100 -17,294	-66%	-$1.82M	0.37%	32
2024 Q4	$2.77M	Sell	26,394 -96,685	-79%	-$10.4M	1.21%	19
2024 Q3	$12.7M	Hold	123,079	–	–	6.45%	4
2024 Q2	$12.7M	Buy	+123,079	New	+$12.7M	6.45%	4

Other funds holding SPGP

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

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

Darrow Company Needham, Massachusetts $258M AUM 15.51% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Investment Planning Advisors's SPGP Position: Q2 2026 in Review

Investment Planning Advisors reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 3% in Q2 2026, selling an estimated $31.9K and leaving 8,774 shares worth $1.07M. The position accounts for 0.25% of the portfolio, ranked #42.

Investment Planning Advisors first reported a position in SPGP in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.7M in Q3 2024. 146 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Investment Planning Advisors held 8,774 shares of Invesco S&P 500 GARP ETF worth $1.07M as of Q2 2026.
Investment Planning Advisors sold 272 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $31.9K.
Invesco S&P 500 GARP ETF made up 0.25% of Investment Planning Advisors's portfolio in Q2 2026, its #42 holding.
Investment Planning Advisors first reported a position in Invesco S&P 500 GARP ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's Invesco S&P 500 GARP ETF position peaked at $12.7M in Q3 2024.
146 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.