MFG
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Merit Financial Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Merit Financial Group’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 		– Sell
-2,713
Closed -$292K – 2440
2026
Q1 		$292K Hold
2,713
– – ﹤0.01% 1669
2025
Q4 		$309K Buy
2,713
+1
+0% +$113 ﹤0.01% 1554
2025
Q3 		$308K Sell
2,712
-105
-4% -$11.6K ﹤0.01% 1436
2025
Q2 		$303K Buy
2,817
+180
+7% +$17.9K ﹤0.01% 1333
2025
Q1 		$263K Sell
2,637
-11,694
-82% -$1.23M ﹤0.01% 1174
2024
Q4 		$1.5M Buy
14,331
+538
+4% +$58K 0.03% 409
2024
Q3 		$1.44M Buy
13,793
+833
+6% +$85.1K 0.03% 343
2024
Q2 		$1.33M Buy
12,960
+2,014
+18% +$207K 0.03% 346
2024
Q1 		$1.11M Buy
10,946
+1,193
+12% +$119K 0.03% 377
2023
Q4 		$956K Buy
+9,753
New +$902K 0.03% 326

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
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
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
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

Merit Financial Group's SPGP Position: Q2 2026 in Review

Merit Financial Group sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2026, closing a stake of 2,713 shares — an estimated $292K sold.

Merit Financial Group first reported a position in SPGP in Q4 2023 and held it in 10 quarters. The position peaked at $1.5M in Q4 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Merit Financial Group reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 2,713 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $292K.
  • Merit Financial Group first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and held it in 10 quarters.
  • Merit Financial Group's Invesco S&P 500 GARP ETF position peaked at $1.5M in Q4 2024.
  • 304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.