Oakmont Advisory Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Oakmont Advisory 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	$12.3K	Buy	+101	New	+$11.9K	0.01%	298

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

Oakmont Advisory Group's SPGP Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 101 shares worth $12.3K. The stake represents 0.01% of the portfolio and ranks #298 among its holdings.

303 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Oakmont Advisory Group held 101 shares of Invesco S&P 500 GARP ETF worth $12.3K as of Q2 2026.
Invesco S&P 500 GARP ETF was a new Oakmont Advisory Group position in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #298 holding.
303 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.