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

Opal 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	$247K	Buy	2,018 +28	+1%	+$3.29K	0.05%	189
2026 Q1	$214K	Sell	1,990 -497	-20%	-$56.5K	0.05%	196
2025 Q4	$283K	Buy	2,487 +100	+4%	+$11.3K	0.07%	166
2025 Q3	$271K	Sell	2,387 -1,186	-33%	-$131K	0.08%	155
2025 Q2	$385K	Sell	3,573 -840	-19%	-$83.8K	0.11%	106
2025 Q1	$441K	Sell	4,413 -1,523	-26%	-$160K	0.14%	88
2024 Q4	$623K	Sell	5,936 -974	-14%	-$105K	0.19%	77
2024 Q3	$723K	Sell	6,910 -65	-0.9%	-$6.64K	0.23%	57
2024 Q2	$717K	Buy	6,975 +205	+3%	+$21.1K	0.23%	54
2024 Q1	$721K	Buy	6,770 +1,840	+37%	+$183K	0.24%	58
2023 Q4	$483K	Buy	4,930 +2,405	+95%	+$222K	0.19%	81
2023 Q3	$230K	Buy	+2,525	New	+$235K	0.13%	128

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

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

Opal Wealth Advisors increased its Invesco S&P 500 GARP ETF (SPGP) stake by 1.4% in Q2 2026, buying an estimated $3.29K and bringing the position to 2,018 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #189.

Opal Wealth Advisors first reported a position in SPGP in Q3 2023 and has held it in 12 quarters since. The position peaked at $723K in Q3 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Opal Wealth Advisors held 2,018 shares of Invesco S&P 500 GARP ETF worth $247K as of Q2 2026.
Opal Wealth Advisors bought 28 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $3.29K.
Invesco S&P 500 GARP ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q2 2026, its #189 holding.
Opal Wealth Advisors first reported a position in Invesco S&P 500 GARP ETF in Q3 2023 and has held it in 12 quarters since.
Opal Wealth Advisors's Invesco S&P 500 GARP ETF position peaked at $723K in Q3 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.