Planned Solutions
SPGP icon

Planned Solutions’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Planned Solutions’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
Q3 		$1.39M Hold
11,658
– – 0.38% 36
2026
Q2 		$1.43M Sell
11,658
-1,111
-9% -$130K 0.41% 34
2026
Q1 		$1.37M Sell
12,769
-38
-0.3% -$4.32K 0.45% 31
2025
Q4 		$1.46M Sell
12,807
-114
-0.9% -$12.9K 0.47% 30
2025
Q3 		$1.47M Buy
12,921
+882
+7% +$97.7K 0.5% 27
2025
Q2 		$1.3M Sell
12,039
-86,974
-88% -$8.67M 0.49% 29
2025
Q1 		$9.9M Buy
99,013
+2,776
+3% +$292K 4% 8
2024
Q4 		$10.1M Sell
96,237
-7,529
-7% -$811K 4.07% 8
2024
Q3 		$10.9M Buy
103,766
+2,135
+2% +$218K 4.36% 7
2024
Q2 		$10.4M Buy
101,631
+522
+0.5% +$53.8K 5.06% 6
2024
Q1 		$10.8M Buy
101,109
+1,233
+1% +$123K 5.28% 6
2023
Q4 		$9.8M Buy
99,876
+1,032
+1% +$95.4K 4.58% 6
2023
Q3 		$9.02M Buy
98,844
+4,165
+4% +$388K 5.42% 6
2023
Q2 		$8.59M Buy
94,679
+2,880
+3% +$248K 5.08% 6
2023
Q1 		$7.83M Buy
91,799
+7,239
+9% +$626K 4.96% 7
2022
Q4 		$6.98M Buy
84,560
+4,974
+6% +$410K 5.12% 5
2022
Q3 		$5.96M Buy
+79,586
New +$6.62M 4.97% 6

Other funds holding SPGP

Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Darrow Company
Darrow Company Needham, Massachusetts $250M AUM 9.37% 1-Year Est. Return
Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Planned Solutions's SPGP Position: Q3 2026 in Review

Planned Solutions held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q3 2026 at 11,658 shares worth $1.39M. The position accounts for 0.38% of the portfolio, ranked #36.

Planned Solutions first reported a position in SPGP in Q3 2022 and has held it in 17 quarters since. The position peaked at $10.9M in Q3 2024. 138 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

  • Planned Solutions held 11,658 shares of Invesco S&P 500 GARP ETF worth $1.39M as of Q3 2026.
  • Planned Solutions left its Invesco S&P 500 GARP ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 GARP ETF made up 0.38% of Planned Solutions's portfolio in Q3 2026, its #36 holding.
  • Planned Solutions first reported a position in Invesco S&P 500 GARP ETF in Q3 2022 and has held it in 17 quarters since.
  • Planned Solutions's Invesco S&P 500 GARP ETF position peaked at $10.9M in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.