Investor's Fiduciary Advisor Network’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Investor's Fiduciary Advisor Network’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	$591K	Sell	4,840 -3,729	-44%	-$438K	0.2%	108
2026 Q1	$922K	Buy	8,569 +4,721	+123%	+$537K	0.28%	95
2025 Q4	$438K	Sell	3,848 -179	-4%	-$20.2K	0.09%	186
2025 Q3	$457K	Sell	4,027 -14	-0.3%	-$1.55K	0.15%	149
2025 Q2	$435K	Sell	4,041 -728	-15%	-$72.6K	0.16%	142
2025 Q1	$476K	Sell	4,769 -613	-11%	-$64.6K	0.22%	109
2024 Q4	$564K	Buy	+5,382	New	+$580K	0.22%	108

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

Investor's Fiduciary Advisor Network's SPGP Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 44% in Q2 2026, selling an estimated $438K and leaving 4,840 shares worth $591K. The position accounts for 0.2% of the portfolio, ranked #108.

Investor's Fiduciary Advisor Network first reported a position in SPGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $922K in Q1 2026. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Investor's Fiduciary Advisor Network held 4,840 shares of Invesco S&P 500 GARP ETF worth $591K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 3,729 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $438K.
Invesco S&P 500 GARP ETF made up 0.2% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #108 holding.
Investor's Fiduciary Advisor Network first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Invesco S&P 500 GARP ETF position peaked at $922K in Q1 2026.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.