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Sankala Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Sankala Group’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 		$263K Buy
2,482
+168
+7% +$19.1K 0.22% 99
2025
Q4 		$267K Buy
+2,314
New +$261K 0.21% 102

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 $445B AUM 25.58% 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 $61.7B AUM 33.76% 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 $141M AUM 16.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sankala Group's SPGP Position: Q1 2026 in Review

Sankala Group increased its Invesco S&P 500 GARP ETF (SPGP) stake by 7.3% in Q1 2026, buying an estimated $19.1K and bringing the position to 2,482 shares worth $263K. The position accounts for 0.22% of the portfolio, ranked #99.

Sankala Group first reported a position in SPGP in Q4 2025 and has held it in 2 quarters since. The position peaked at $267K in Q4 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

  • Sankala Group held 2,482 shares of Invesco S&P 500 GARP ETF worth $263K as of Q1 2026.
  • Sankala Group bought 168 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $19.1K.
  • Invesco S&P 500 GARP ETF made up 0.22% of Sankala Group's portfolio in Q1 2026, its #99 holding.
  • Sankala Group first reported a position in Invesco S&P 500 GARP ETF in Q4 2025 and has held it in 2 quarters since.
  • Sankala Group's Invesco S&P 500 GARP ETF position peaked at $267K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Sankala Group's 13F filing for Q1 2026, filed 31 Mar 2026.