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

Longview Financial 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	$13.9M	Buy	113,518 +3,818	+3%	+$448K	8.12%	4
2026 Q1	$11.8M	Buy	109,700 +2,262	+2%	+$257K	7.21%	5
2025 Q4	$12.2M	Buy	107,438 +1,428	+1%	+$161K	8.31%	4
2025 Q3	$12M	Sell	106,010 -28,395	-21%	-$3.15M	8.59%	3
2025 Q2	$14.5M	Buy	134,405 +437	+0.3%	+$43.6K	12.3%	3
2025 Q1	$13.4M	Buy	133,968 +24,369	+22%	+$2.57M	11.48%	3
2024 Q4	$11.5M	Buy	109,599 +7,198	+7%	+$776K	9.05%	3
2024 Q3	$10.7M	Buy	102,401 +912	+0.9%	+$93.2K	7.85%	5
2024 Q2	$10.4M	Sell	101,489 -245	-0.2%	-$25.2K	7.93%	5
2024 Q1	$10.8M	Buy	101,734 +474	+0.5%	+$47.1K	8.13%	5
2023 Q4	$9.93M	Buy	+101,260	New	+$9.36M	7.98%	6

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

Longview Financial Advisors's SPGP Position: Q2 2026 in Review

Longview Financial Advisors increased its Invesco S&P 500 GARP ETF (SPGP) stake by 3.5% in Q2 2026, buying an estimated $448K and bringing the position to 113,518 shares worth $13.9M. The position accounts for 8.12% of the portfolio, ranked #4.

Longview Financial Advisors first reported a position in SPGP in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.5M in Q2 2025. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Longview Financial Advisors held 113,518 shares of Invesco S&P 500 GARP ETF worth $13.9M as of Q2 2026.
Longview Financial Advisors bought 3,818 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $448K.
Invesco S&P 500 GARP ETF made up 8.12% of Longview Financial Advisors's portfolio in Q2 2026, its #4 holding.
Longview Financial Advisors first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and has held it in 11 quarters since.
Longview Financial Advisors's Invesco S&P 500 GARP ETF position peaked at $14.5M in Q2 2025.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.