OneDigital Investment Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

OneDigital Investment 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 Q1	–	Sell	-2,101	Closed	-$239K	–	1582
2025 Q4	$239K	Hold	2,101	–	–	﹤0.01%	1343
2025 Q3	$239K	Hold	2,101	–	–	﹤0.01%	1333
2025 Q2	$226K	Buy	+2,101	New	+$210K	﹤0.01%	1325
2025 Q1	–	Sell	-2,761	Closed	-$290K	–	1490
2024 Q4	$290K	Buy	2,761 +625	+29%	+$67.4K	﹤0.01%	1144
2024 Q3	$224K	Hold	2,136	–	–	﹤0.01%	1305
2024 Q2	$220K	Buy	+2,136	New	+$220K	﹤0.01%	1245
2022 Q2	–	Sell	-4,203	Closed	-$383K	–	784
2022 Q1	$383K	Sell	4,203 -3,413	-45%	-$309K	0.01%	520
2021 Q4	$739K	Sell	7,616 -158	-2%	-$14.6K	0.03%	339
2021 Q3	$676K	Buy	7,774 +2,631	+51%	+$238K	0.03%	347
2021 Q2	$451K	Buy	+5,143	New	+$440K	0.02%	434

Other funds holding SPGP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OneDigital Investment Advisors's SPGP Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2026, closing a stake of 2,101 shares — an estimated $239K sold.

OneDigital Investment Advisors first reported a position in SPGP in Q2 2021 and held it in 10 quarters. The position peaked at $739K in Q4 2021. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

OneDigital Investment Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 2,101 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $239K.
OneDigital Investment Advisors first reported a position in Invesco S&P 500 GARP ETF in Q2 2021 and held it in 10 quarters.
OneDigital Investment Advisors's Invesco S&P 500 GARP ETF position peaked at $739K in Q4 2021.
298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.