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

Lido 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	$514K	Buy	4,207 +1	+0%	+$117	﹤0.01%	1463
2026 Q1	$453K	Buy	+4,206	New	+$478K	﹤0.01%	1350

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

Lido Advisors's SPGP Position: Q2 2026 in Review

Lido Advisors increased its Invesco S&P 500 GARP ETF (SPGP) stake by 0.02% in Q2 2026, buying an estimated $117 and bringing the position to 4,207 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Lido Advisors first reported a position in SPGP in Q1 2026 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Lido Advisors held 4,207 shares of Invesco S&P 500 GARP ETF worth $514K as of Q2 2026.
Lido Advisors bought 1 Invesco S&P 500 GARP ETF share in Q2 2026, an estimated $117.
Invesco S&P 500 GARP ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1463 holding.
Lido Advisors first reported a position in Invesco S&P 500 GARP ETF in Q1 2026 and has held it in 2 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.