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 Q3	$13.6M	Buy	114,634 +1,116	+1%	+$139K	7.8%	5
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

RMC

Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Longview Financial Advisors's SPGP Position: Q3 2026 in Review

Longview Financial Advisors increased its Invesco S&P 500 GARP ETF (SPGP) stake by 0.98% in Q3 2026, buying an estimated $139K and bringing the position to 114,634 shares worth $13.6M. The position accounts for 7.8% of the portfolio, ranked #5.

Longview Financial Advisors first reported a position in SPGP in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.5M in Q2 2025. 20 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

Longview Financial Advisors held 114,634 shares of Invesco S&P 500 GARP ETF worth $13.6M as of Q3 2026.
Longview Financial Advisors bought 1,116 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $139K.
Invesco S&P 500 GARP ETF made up 7.8% of Longview Financial Advisors's portfolio in Q3 2026, its #5 holding.
Longview Financial Advisors first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and has held it in 12 quarters since.
Longview Financial Advisors's Invesco S&P 500 GARP ETF position peaked at $14.5M in Q2 2025.
20 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Longview Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.