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

Mercer Global 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	$1.28M	Buy	10,456 +1,016	+11%	+$119K	﹤0.01%	1597
2026 Q1	$1.02M	Buy	9,440 +5,159	+121%	+$587K	﹤0.01%	1554
2025 Q4	$487K	Buy	4,281 +134	+3%	+$15.1K	﹤0.01%	1885
2025 Q3	$471K	Sell	4,147 -324	-7%	-$35.9K	﹤0.01%	1785
2025 Q2	$482K	Sell	4,471 -933	-17%	-$93K	﹤0.01%	1583
2025 Q1	$540K	Buy	+5,404	New	+$569K	﹤0.01%	1434

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

Mercer Global Advisors's SPGP Position: Q2 2026 in Review

Mercer Global Advisors increased its Invesco S&P 500 GARP ETF (SPGP) stake by 11% in Q2 2026, buying an estimated $119K and bringing the position to 10,456 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Mercer Global Advisors first reported a position in SPGP in Q1 2025 and has held it in 6 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Mercer Global Advisors held 10,456 shares of Invesco S&P 500 GARP ETF worth $1.28M as of Q2 2026.
Mercer Global Advisors bought 1,016 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $119K.
Invesco S&P 500 GARP ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1597 holding.
Mercer Global Advisors first reported a position in Invesco S&P 500 GARP ETF in Q1 2025 and has held it in 6 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.