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

Larson Financial Group’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	$263K	Buy	2,148 +2,146	+107,300%	+$252K	0.01%	740
2026 Q1	$222	Hold	2	–	–	﹤0.01%	3435
2025 Q4	$234	Sell	2 -278	-99%	-$31.4K	﹤0.01%	3255
2025 Q3	$31.8K	Hold	280	–	–	﹤0.01%	1389
2025 Q2	$30.2K	Hold	280	–	–	﹤0.01%	1288
2025 Q1	$28K	Buy	280 +278	+13,900%	+$29.3K	﹤0.01%	1237
2024 Q4	$214	Hold	2	–	–	﹤0.01%	2423
2024 Q3	$212	Hold	2	–	–	﹤0.01%	2354
2024 Q2	$208	Hold	2	–	–	﹤0.01%	2055
2024 Q1	$215	Hold	2	–	–	﹤0.01%	1629
2023 Q4	$197	Buy	+2	New	+$185	﹤0.01%	1655

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

Larson Financial Group's SPGP Position: Q2 2026 in Review

Larson Financial Group increased its Invesco S&P 500 GARP ETF (SPGP) stake by 107,300% in Q2 2026, buying an estimated $252K and bringing the position to 2,148 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #740.

Larson Financial Group first reported a position in SPGP in Q4 2023 and has held it in 11 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Larson Financial Group held 2,148 shares of Invesco S&P 500 GARP ETF worth $263K as of Q2 2026.
Larson Financial Group bought 2,146 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $252K.
Invesco S&P 500 GARP ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #740 holding.
Larson Financial Group first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and has held it in 11 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.