Perryman Financial Advisory’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Perryman Financial Advisory’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	$2.97M	Sell	24,249 -4,486	-16%	-$527K	0.39%	55
2026 Q1	$3.09M	Sell	28,735 -253	-0.9%	-$28.8K	0.46%	54
2025 Q4	$3.3M	Buy	+28,988	New	+$3.27M	0.48%	53

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

Perryman Financial Advisory's SPGP Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 16% in Q2 2026, selling an estimated $527K and leaving 24,249 shares worth $2.97M. The position accounts for 0.39% of the portfolio, ranked #55.

Perryman Financial Advisory first reported a position in SPGP in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.3M in Q4 2025. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Perryman Financial Advisory held 24,249 shares of Invesco S&P 500 GARP ETF worth $2.97M as of Q2 2026.
Perryman Financial Advisory sold 4,486 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $527K.
Invesco S&P 500 GARP ETF made up 0.39% of Perryman Financial Advisory's portfolio in Q2 2026, its #55 holding.
Perryman Financial Advisory first reported a position in Invesco S&P 500 GARP ETF in Q4 2025 and has held it in 3 quarters since.
Perryman Financial Advisory's Invesco S&P 500 GARP ETF position peaked at $3.3M in Q4 2025.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.