Obermeyer Wealth Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Obermeyer Wealth Partners’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	$363K	Sell	2,970 -208	-7%	-$24.4K	0.01%	220
2026 Q1	$342K	Buy	3,178 +5	+0.2%	+$569	0.02%	219
2025 Q4	$361K	Sell	3,173 -3,471	-52%	-$392K	0.02%	213
2025 Q3	$755K	Sell	6,644 -120	-2%	-$13.3K	0.04%	133
2025 Q2	$728K	Buy	6,764 +1,313	+24%	+$131K	0.04%	128
2025 Q1	$544K	Sell	5,451 -2,737	-33%	-$288K	0.03%	143
2024 Q4	$859K	Buy	8,188 +3,120	+62%	+$336K	0.04%	111
2024 Q3	$530K	Buy	5,068 +16	+0.3%	+$1.64K	0.03%	149
2024 Q2	$519K	Buy	+5,052	New	+$520K	0.03%	140

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

Obermeyer Wealth Partners's SPGP Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 6.5% in Q2 2026, selling an estimated $24.4K and leaving 2,970 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #220.

Obermeyer Wealth Partners first reported a position in SPGP in Q2 2024 and has held it in 9 quarters since. The position peaked at $859K in Q4 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Obermeyer Wealth Partners held 2,970 shares of Invesco S&P 500 GARP ETF worth $363K as of Q2 2026.
Obermeyer Wealth Partners sold 208 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $24.4K.
Invesco S&P 500 GARP ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #220 holding.
Obermeyer Wealth Partners first reported a position in Invesco S&P 500 GARP ETF in Q2 2024 and has held it in 9 quarters since.
Obermeyer Wealth Partners's Invesco S&P 500 GARP ETF position peaked at $859K in Q4 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.