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

Latitude 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	$1.15M	Buy	9,417 +330	+4%	+$38.7K	0.46%	52
2026 Q1	$978K	Sell	9,087 -338	-4%	-$38.4K	0.45%	59
2025 Q4	$1.07M	Buy	9,425 +530	+6%	+$59.8K	0.47%	51
2025 Q3	$1.01M	Sell	8,895 -1,128	-11%	-$125K	0.46%	56
2025 Q2	$1.08M	Sell	10,023 -599	-6%	-$59.7K	0.54%	42
2025 Q1	$1.06M	Buy	10,622 +3,660	+53%	+$386K	0.62%	40
2024 Q4	$730K	Sell	6,962 -1,091	-14%	-$118K	0.41%	56
2024 Q3	$843K	Sell	8,053 -1,997	-20%	-$204K	0.48%	53
2024 Q2	$1.03M	Buy	10,050 +5,327	+113%	+$549K	0.63%	33
2024 Q1	$503K	Sell	4,723 -5,241	-53%	-$521K	0.31%	72
2023 Q4	$977K	Sell	9,964 -1,033	-9%	-$95.5K	0.69%	32
2023 Q3	$1M	Buy	10,997 +796	+8%	+$74.2K	0.72%	26
2023 Q2	$926K	Buy	10,201 +2,656	+35%	+$229K	0.64%	30
2023 Q1	$644K	Buy	7,545 +2,741	+57%	+$237K	0.46%	41
2022 Q4	$397K	Buy	+4,804	New	+$396K	0.3%	84

Other funds holding SPGP

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Latitude Advisors's SPGP Position: Q2 2026 in Review

Latitude Advisors increased its Invesco S&P 500 GARP ETF (SPGP) stake by 3.6% in Q2 2026, buying an estimated $38.7K and bringing the position to 9,417 shares worth $1.15M. The position accounts for 0.46% of the portfolio, ranked #52.

Latitude Advisors first reported a position in SPGP in Q4 2022 and has held it in 15 quarters since. 125 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Latitude Advisors held 9,417 shares of Invesco S&P 500 GARP ETF worth $1.15M as of Q2 2026.
Latitude Advisors bought 330 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $38.7K.
Invesco S&P 500 GARP ETF made up 0.46% of Latitude Advisors's portfolio in Q2 2026, its #52 holding.
Latitude Advisors first reported a position in Invesco S&P 500 GARP ETF in Q4 2022 and has held it in 15 quarters since.
125 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.