Sagespring Wealth Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Sagespring Wealth 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	$346K	Sell	2,916 -547	-16%	-$68K	0.01%	664
2026 Q2	$423K	Sell	3,463 -475	-12%	-$55.8K	0.01%	573
2026 Q1	$424K	Sell	3,938 -342	-8%	-$38.9K	0.01%	549
2025 Q4	$487K	Sell	4,280 -347	-7%	-$39.2K	0.01%	481
2025 Q3	$526K	Sell	4,627 -1,086	-19%	-$120K	0.01%	445
2025 Q2	$615K	Sell	5,713 -14,121	-71%	-$1.41M	0.01%	379
2025 Q1	$1.98M	Buy	19,834 +2,769	+16%	+$292K	0.05%	156
2024 Q4	$1.79M	Buy	+17,065	New	+$1.84M	0.05%	151

Other funds holding SPGP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Darrow Company Needham, Massachusetts $250M AUM 9.37% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

WESCAP Management Group Glendale, California $531M AUM 12.83% 1-Year Est. Return

Sagespring Wealth Partners's SPGP Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 16% in Q3 2026, selling an estimated $68K and leaving 2,916 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #664.

Sagespring Wealth Partners first reported a position in SPGP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.98M in Q1 2025. 197 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

Sagespring Wealth Partners held 2,916 shares of Invesco S&P 500 GARP ETF worth $346K as of Q3 2026.
Sagespring Wealth Partners sold 547 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $68K.
Invesco S&P 500 GARP ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #664 holding.
Sagespring Wealth Partners first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's Invesco S&P 500 GARP ETF position peaked at $1.98M in Q1 2025.
197 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.