Next Level Wealth Planning’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Next Level Wealth Planning’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	$13.8K	Buy	+116	New	+$14.4K	0.01%	307

Other funds holding SPGP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Darrow Company Needham, Massachusetts $250M AUM 9.37% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

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

Next Level Wealth Planning's SPGP Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q3 2026: 116 shares worth $13.8K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings.

164 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

Next Level Wealth Planning held 116 shares of Invesco S&P 500 GARP ETF worth $13.8K as of Q3 2026.
Invesco S&P 500 GARP ETF was a new Next Level Wealth Planning position in Q3 2026.
Invesco S&P 500 GARP ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #307 holding.
164 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.