Marks Group Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Marks Group Wealth Management’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	$2.92M	Hold	23,892	–	–	0.25%	104
2026 Q1	$2.57M	Hold	23,892	–	–	0.25%	112
2025 Q4	$2.72M	Hold	23,892	–	–	0.26%	109
2025 Q3	$2.71M	Hold	23,892	–	–	0.25%	106
2025 Q2	$2.57M	Hold	23,892	–	–	0.24%	106
2025 Q1	$2.39M	Hold	23,892	–	–	0.23%	110
2024 Q4	$2.51M	Hold	23,892	–	–	0.25%	103
2024 Q3	$2.5M	Hold	23,892	–	–	0.24%	105
2024 Q2	$2.46M	Hold	23,892	–	–	0.26%	106
2024 Q1	$2.54M	Hold	23,892	–	–	0.27%	102
2023 Q4	$2.34M	Sell	23,892 -1,150	-5%	-$106K	0.27%	107
2023 Q3	$2.28M	Buy	25,042 +93	+0.4%	+$8.67K	0.28%	106
2023 Q2	$2.26M	Buy	24,949 +62	+0.2%	+$5.34K	0.27%	115
2023 Q1	$2.12M	Buy	24,887 +77	+0.3%	+$6.66K	0.27%	115
2022 Q4	$2.05M	Buy	+24,810	New	+$2.04M	0.28%	111

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

Marks Group Wealth Management's SPGP Position: Q2 2026 in Review

Marks Group Wealth Management held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 23,892 shares worth $2.92M. The position accounts for 0.25% of the portfolio, ranked #104.

Marks Group Wealth Management first reported a position in SPGP in Q4 2022 and has held it in 15 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Marks Group Wealth Management held 23,892 shares of Invesco S&P 500 GARP ETF worth $2.92M as of Q2 2026.
Marks Group Wealth Management left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.25% of Marks Group Wealth Management's portfolio in Q2 2026, its #104 holding.
Marks Group Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2022 and has held it in 15 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.