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Merkkuri Wealth Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Merkkuri Wealth 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 		– Sell
-809
Closed -$87K – 304
2026
Q1 		$87K Buy
+809
New +$92K 0.06% 106

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

Merkkuri Wealth Advisors's SPGP Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2026, closing a stake of 809 shares — an estimated $87K sold.

Merkkuri Wealth Advisors first reported a position in SPGP in Q1 2026 and held it in 1 quarter. The position peaked at $87K in Q1 2026. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 809 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $87K.
  • Merkkuri Wealth Advisors first reported a position in Invesco S&P 500 GARP ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's Invesco S&P 500 GARP ETF position peaked at $87K in Q1 2026.
  • 304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.