Princeton Global Asset Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Princeton Global Asset Management’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	$199K	Hold	1,629	–	–	0.03%	218
2026 Q1	$175K	Hold	1,629	–	–	0.03%	221
2025 Q4	$185K	Buy	+1,629	New	+$184K	0.03%	207

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

Princeton Global Asset Management's SPGP Position: Q2 2026 in Review

Princeton Global Asset Management held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 1,629 shares worth $199K. The position accounts for 0.03% of the portfolio, ranked #218.

Princeton Global Asset Management first reported a position in SPGP in Q4 2025 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Princeton Global Asset Management held 1,629 shares of Invesco S&P 500 GARP ETF worth $199K as of Q2 2026.
Princeton Global Asset Management left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.03% of Princeton Global Asset Management's portfolio in Q2 2026, its #218 holding.
Princeton Global Asset Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2025 and has held it in 3 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.