Ritter Daniher Financial Advisory’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Ritter Daniher Financial Advisory’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	$1.3M	Sell	10,593 -1,627	-13%	-$191K	0.2%	61
2026 Q1	$1.32M	Sell	12,220 -1,965	-14%	-$223K	0.22%	52
2025 Q4	$1.62M	Sell	14,185 -3,422	-19%	-$386K	0.27%	44
2025 Q3	$2M	Buy	+17,607	New	+$1.95M	0.35%	37

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

Ritter Daniher Financial Advisory's SPGP Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 13% in Q2 2026, selling an estimated $191K and leaving 10,593 shares worth $1.3M. The position accounts for 0.2% of the portfolio, ranked #61.

Ritter Daniher Financial Advisory first reported a position in SPGP in Q3 2025 and has held it in 4 quarters since. The position peaked at $2M in Q3 2025. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Ritter Daniher Financial Advisory held 10,593 shares of Invesco S&P 500 GARP ETF worth $1.3M as of Q2 2026.
Ritter Daniher Financial Advisory sold 1,627 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $191K.
Invesco S&P 500 GARP ETF made up 0.2% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #61 holding.
Ritter Daniher Financial Advisory first reported a position in Invesco S&P 500 GARP ETF in Q3 2025 and has held it in 4 quarters since.
Ritter Daniher Financial Advisory's Invesco S&P 500 GARP ETF position peaked at $2M in Q3 2025.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.