Prospera Financial Services’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Prospera Financial Services’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	$366K	Buy	+2,996	New	+$352K	0.01%	1168
2025 Q3	–	Sell	-7,154	Closed	-$772K	–	1399
2025 Q2	$772K	Sell	7,154 -3,683	-34%	-$367K	0.01%	747
2025 Q1	$1.08M	Sell	10,837 -2,942	-21%	-$310K	0.02%	542
2024 Q4	$1.45M	Sell	13,779 -345	-2%	-$37.2K	0.03%	445
2024 Q3	$1.48M	Sell	14,124 -26,427	-65%	-$2.7M	0.04%	404
2024 Q2	$4.17M	Sell	40,551 -15,000	-27%	-$1.55M	0.12%	196
2024 Q1	$5.92M	Buy	55,551 +19,951	+56%	+$1.98M	0.18%	123
2023 Q4	$3.49M	Buy	35,600 +4,687	+15%	+$433K	0.12%	203
2023 Q3	$2.82M	Buy	30,913 +9,602	+45%	+$895K	0.11%	213
2023 Q2	$1.93M	Buy	+21,311	New	+$1.84M	0.07%	273
2018 Q4	–	Sell	-16,796	Closed	-$897K	–	438
2018 Q3	$897K	Buy	16,796 +4,814	+40%	+$255K	0.17%	137
2018 Q2	$610K	Buy	+11,982	New	+$591K	0.08%	198

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

Prospera Financial Services's SPGP Position: Q2 2026 in Review

Prospera Financial Services opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 2,996 shares worth $366K. The stake represents 0.01% of the portfolio and ranks #1168 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in SPGP as recently as Q2 2025.

Prospera Financial Services first reported a position in SPGP in Q2 2018 and has held it in 12 quarters since. The position peaked at $5.92M in Q1 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Prospera Financial Services held 2,996 shares of Invesco S&P 500 GARP ETF worth $366K as of Q2 2026.
Invesco S&P 500 GARP ETF was a new Prospera Financial Services position in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1168 holding.
Prospera Financial Services first reported a position in Invesco S&P 500 GARP ETF in Q2 2018 and has held it in 12 quarters since.
Prospera Financial Services's Invesco S&P 500 GARP ETF position peaked at $5.92M in Q1 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.