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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $125M AUM 12.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Root Financial Partners's SPGP Position: Q1 2026 in Review

Root Financial Partners sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2026, closing a stake of 250 shares — an estimated $28.5K sold.

Root Financial Partners first reported a position in SPGP in Q3 2025 and held it in 2 quarters. The position peaked at $36K in Q3 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

  • Root Financial Partners reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 250 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $28.5K.
  • Root Financial Partners first reported a position in Invesco S&P 500 GARP ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Invesco S&P 500 GARP ETF position peaked at $36K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.