Root Financial Partners
SPGP icon

Root Financial Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Root Financial 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
Q3 		$32.6K Buy
+274
New +$34.1K ﹤0.01% 1300
2026
Q1 		– Sell
-250
Closed -$28.5K – 3544
2025
Q4 		$28.5K Sell
250
-67
-21% -$7.57K ﹤0.01% 978
2025
Q3 		$36K Buy
+317
New +$35.1K ﹤0.01% 805

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Campbell Deegan Wealth Management
Campbell Deegan Wealth Management Richmond, Virginia $146M AUM 12.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's SPGP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q3 2026: 274 shares worth $32.6K. The stake represents ﹤0.01% of the portfolio and ranks #1300 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPGP as recently as Q4 2025.

Root Financial Partners first reported a position in SPGP in Q3 2025 and has held it in 3 quarters since. The position peaked at $36K in Q3 2025. 271 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

  • Root Financial Partners held 274 shares of Invesco S&P 500 GARP ETF worth $32.6K as of Q3 2026.
  • Invesco S&P 500 GARP ETF was a new Root Financial Partners position in Q3 2026.
  • Invesco S&P 500 GARP ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1300 holding.
  • Root Financial Partners first reported a position in Invesco S&P 500 GARP ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Invesco S&P 500 GARP ETF position peaked at $36K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.