Liberty Square Wealth Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Liberty Square Wealth Partners’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	$323K	Hold	2,645	–	–	0.08%	106
2026 Q1	$285K	Hold	2,645	–	–	0.08%	109
2025 Q4	$301K	Hold	2,645	–	–	0.09%	108
2025 Q3	$301K	Hold	2,645	–	–	0.09%	115
2025 Q2	$285K	Sell	2,645 -1,032	-28%	-$103K	0.1%	116
2025 Q1	$367K	Hold	3,677	–	–	0.14%	93
2024 Q4	$396K	Buy	+3,677	New	+$396K	0.14%	92

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

Liberty Square Wealth Partners's SPGP Position: Q2 2026 in Review

Liberty Square Wealth Partners held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 2,645 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #106.

Liberty Square Wealth Partners first reported a position in SPGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $396K in Q4 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Liberty Square Wealth Partners held 2,645 shares of Invesco S&P 500 GARP ETF worth $323K as of Q2 2026.
Liberty Square Wealth Partners left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.08% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #106 holding.
Liberty Square Wealth Partners first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's Invesco S&P 500 GARP ETF position peaked at $396K in Q4 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.