Opulen Financial Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Opulen Financial 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	$412K	Buy	3,366 +8	+0.2%	+$939	0.26%	75
2026 Q1	$361K	Buy	3,358 +10	+0.3%	+$1.14K	0.25%	73
2025 Q4	$381K	Buy	3,348 +7	+0.2%	+$790	0.28%	72
2025 Q3	$380K	Buy	3,341 +4	+0.1%	+$443	0.29%	68
2025 Q2	$359K	Buy	3,337 +6	+0.2%	+$598	0.29%	66
2025 Q1	$333K	Buy	3,331 +8	+0.2%	+$843	0.3%	66
2024 Q4	$349K	Buy	+3,323	New	+$358K	0.32%	62

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

Opulen Financial Group's SPGP Position: Q2 2026 in Review

Opulen Financial Group increased its Invesco S&P 500 GARP ETF (SPGP) stake by 0.24% in Q2 2026, buying an estimated $939 and bringing the position to 3,366 shares worth $412K. The position accounts for 0.26% of the portfolio, ranked #75.

Opulen Financial Group first reported a position in SPGP in Q4 2024 and has held it in 7 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Opulen Financial Group held 3,366 shares of Invesco S&P 500 GARP ETF worth $412K as of Q2 2026.
Opulen Financial Group bought 8 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $939.
Invesco S&P 500 GARP ETF made up 0.26% of Opulen Financial Group's portfolio in Q2 2026, its #75 holding.
Opulen Financial Group first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 7 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.