JF
SPGP icon

Jump Financial’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Jump Financial’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 		$1.62M Sell
13,275
-41,035
-76% -$4.82M 0.01% 974
2026
Q1 		$5.84M Buy
54,310
+19,996
+58% +$2.27M 0.08% 309
2025
Q4 		$3.91M Buy
+34,314
New +$3.87M 0.05% 437

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

Jump Financial's SPGP Position: Q2 2026 in Review

Jump Financial reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 76% in Q2 2026, selling an estimated $4.82M and leaving 13,275 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #974.

Jump Financial first reported a position in SPGP in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.84M in Q1 2026. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Jump Financial held 13,275 shares of Invesco S&P 500 GARP ETF worth $1.62M as of Q2 2026.
  • Jump Financial sold 41,035 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $4.82M.
  • Invesco S&P 500 GARP ETF made up 0.01% of Jump Financial's portfolio in Q2 2026, its #974 holding.
  • Jump Financial first reported a position in Invesco S&P 500 GARP ETF in Q4 2025 and has held it in 3 quarters since.
  • Jump Financial's Invesco S&P 500 GARP ETF position peaked at $5.84M in Q1 2026.
  • 304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.