Retirement Planning Group (New York)’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Retirement Planning Group (New York)’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	$892K	Sell	7,294 -26	-0.4%	-$3.05K	0.49%	40
2026 Q1	$788K	Sell	7,320 -860	-11%	-$97.8K	0.51%	35
2025 Q4	$931K	Sell	8,180 -909	-10%	-$103K	0.64%	34
2025 Q3	$1.03M	Buy	9,089 +63	+0.7%	+$6.98K	0.77%	31
2025 Q2	$972K	Buy	9,026 +345	+4%	+$34.4K	0.85%	29
2025 Q1	$867K	Buy	8,681 +5,665	+188%	+$597K	0.88%	28
2024 Q4	$316K	Buy	+3,016	New	+$325K	0.35%	48

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

Retirement Planning Group (New York)'s SPGP Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 0.36% in Q2 2026, selling an estimated $3.05K and leaving 7,294 shares worth $892K. The position accounts for 0.49% of the portfolio, ranked #40.

Retirement Planning Group (New York) first reported a position in SPGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q3 2025. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Retirement Planning Group (New York) held 7,294 shares of Invesco S&P 500 GARP ETF worth $892K as of Q2 2026.
Retirement Planning Group (New York) sold 26 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $3.05K.
Invesco S&P 500 GARP ETF made up 0.49% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #40 holding.
Retirement Planning Group (New York) first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Planning Group (New York)'s Invesco S&P 500 GARP ETF position peaked at $1.03M in Q3 2025.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.