Prasad Wealth Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Prasad Wealth Partners’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	$740K	Buy	6,050 +12	+0.2%	+$1.41K	0.18%	74
2026 Q1	$650K	Sell	6,038 -355	-6%	-$40.4K	0.18%	67
2025 Q4	$728K	Sell	6,393 -187	-3%	-$21.1K	0.19%	60
2025 Q3	$748K	Sell	6,580 -7	-0.1%	-$776	0.21%	59
2025 Q2	$709K	Sell	6,587 -7,156	-52%	-$714K	0.21%	59
2025 Q1	$1.37M	Sell	13,743 -7,185	-34%	-$757K	0.45%	34
2024 Q4	$2.19M	Buy	+20,928	New	+$2.26M	0.71%	32

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

Prasad Wealth Partners's SPGP Position: Q2 2026 in Review

Prasad Wealth Partners increased its Invesco S&P 500 GARP ETF (SPGP) stake by 0.2% in Q2 2026, buying an estimated $1.41K and bringing the position to 6,050 shares worth $740K. The position accounts for 0.18% of the portfolio, ranked #74.

Prasad Wealth Partners first reported a position in SPGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.19M in Q4 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Prasad Wealth Partners held 6,050 shares of Invesco S&P 500 GARP ETF worth $740K as of Q2 2026.
Prasad Wealth Partners bought 12 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $1.41K.
Invesco S&P 500 GARP ETF made up 0.18% of Prasad Wealth Partners's portfolio in Q2 2026, its #74 holding.
Prasad Wealth Partners first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 7 quarters since.
Prasad Wealth Partners's Invesco S&P 500 GARP ETF position peaked at $2.19M in Q4 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.