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

Kingsview 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	$1.02M	Buy	8,336 +1,902	+30%	+$223K	0.01%	747
2026 Q1	$692K	Buy	6,434 +271	+4%	+$30.8K	0.01%	792
2025 Q4	$702K	Buy	6,163 +3,988	+183%	+$450K	0.01%	739
2025 Q3	$247K	Sell	2,175 -189	-8%	-$20.9K	﹤0.01%	1046
2025 Q2	$255K	Sell	2,364 -2,699	-53%	-$269K	﹤0.01%	1011
2025 Q1	$506K	Sell	5,063 -1,312	-21%	-$138K	0.01%	723
2024 Q4	$669K	Buy	6,375 +822	+15%	+$88.6K	0.01%	658
2024 Q3	$581K	Sell	5,553 -3,594	-39%	-$367K	0.01%	665
2024 Q2	$940K	Buy	9,147 +4,822	+111%	+$497K	0.02%	528
2024 Q1	$461K	Sell	4,325 -1,303	-23%	-$130K	0.01%	687
2023 Q4	$552K	Buy	5,628 +1,077	+24%	+$99.6K	0.02%	611
2023 Q3	$415K	Buy	+4,551	New	+$424K	0.01%	668
2021 Q3	–	Sell	-9,072	Closed	-$800K	–	1003
2021 Q2	$800K	Buy	+9,072	New	+$777K	0.04%	430

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

Kingsview Wealth Management's SPGP Position: Q2 2026 in Review

Kingsview Wealth Management increased its Invesco S&P 500 GARP ETF (SPGP) stake by 30% in Q2 2026, buying an estimated $223K and bringing the position to 8,336 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #747.

Kingsview Wealth Management first reported a position in SPGP in Q2 2021 and has held it in 13 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Kingsview Wealth Management held 8,336 shares of Invesco S&P 500 GARP ETF worth $1.02M as of Q2 2026.
Kingsview Wealth Management bought 1,902 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $223K.
Invesco S&P 500 GARP ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #747 holding.
Kingsview Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q2 2021 and has held it in 13 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.