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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sagespring Wealth Partners's SPGP Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 8% in Q1 2026, selling an estimated $38.9K and leaving 3,938 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #549.

Sagespring Wealth Partners first reported a position in SPGP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.98M in Q1 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

Sagespring Wealth Partners held 3,938 shares of Invesco S&P 500 GARP ETF worth $424K as of Q1 2026.
Sagespring Wealth Partners sold 342 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $38.9K.
Invesco S&P 500 GARP ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #549 holding.
Sagespring Wealth Partners first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Invesco S&P 500 GARP ETF position peaked at $1.98M in Q1 2025.
298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.