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

Principle 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 		$3.93M Sell
32,150
-966
-3% -$113K 0.19% 93
2026
Q1 		$3.56M Sell
33,116
-12,290
-27% -$1.4M 0.2% 98
2025
Q4 		$5.17M Sell
45,406
-1,622
-3% -$183K 0.29% 67
2025
Q3 		$5.34M Sell
47,028
-65,916
-58% -$7.3M 0.31% 66
2025
Q2 		$12.2M Sell
112,944
-6,522
-5% -$650K 0.76% 29
2025
Q1 		$11.9M Buy
119,466
+4,656
+4% +$490K 0.85% 30
2024
Q4 		$12M Buy
114,810
+4,990
+5% +$538K 0.85% 29
2024
Q3 		$11.5M Buy
109,820
+2,394
+2% +$245K 0.81% 29
2024
Q2 		$11M Buy
107,426
+13,571
+14% +$1.4M 0.84% 28
2024
Q1 		$9.99M Buy
93,855
+9,440
+11% +$939K 0.78% 30
2023
Q4 		$8.28M Buy
84,415
+21,736
+35% +$2.01M 0.71% 35
2023
Q3 		$5.72M Buy
62,679
+13,743
+28% +$1.28M 0.57% 49
2023
Q2 		$4.44M Buy
48,936
+10,005
+26% +$862K 0.45% 55
2023
Q1 		$3.32M Buy
+38,931
New +$3.37M 0.36% 68
2020
Q3 		– Sell
-150
Closed -$8K – 387
2020
Q2 		$8K Buy
+150
New +$7.8K ﹤0.01% 416

Other funds holding SPGP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fifth Third Bancorp
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
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Principle Wealth Partners reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 2.9% in Q2 2026, selling an estimated $113K and leaving 32,150 shares worth $3.93M. The position accounts for 0.19% of the portfolio, ranked #93.

Principle Wealth Partners first reported a position in SPGP in Q2 2020 and has held it in 15 quarters since. The position peaked at $12.2M in Q2 2025. 187 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Principle Wealth Partners held 32,150 shares of Invesco S&P 500 GARP ETF worth $3.93M as of Q2 2026.
  • Principle Wealth Partners sold 966 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $113K.
  • Invesco S&P 500 GARP ETF made up 0.19% of Principle Wealth Partners's portfolio in Q2 2026, its #93 holding.
  • Principle Wealth Partners first reported a position in Invesco S&P 500 GARP ETF in Q2 2020 and has held it in 15 quarters since.
  • Principle Wealth Partners's Invesco S&P 500 GARP ETF position peaked at $12.2M in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.