Sard Wealth Management Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Sard Wealth Management 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	$253K	Buy	2,353 +7	+0.3%	+$796	0.14%	52
2025 Q4	$267K	Hold	2,346	–	–	0.15%	50
2025 Q3	$267K	Hold	2,346	–	–	0.15%	45
2025 Q2	$253K	Hold	2,346	–	–	0.16%	42
2025 Q1	$234K	Hold	2,346	–	–	0.16%	43
2024 Q4	$246K	Hold	2,346	–	–	0.17%	38
2024 Q3	$246K	Hold	2,346	–	–	0.16%	40
2024 Q2	$241K	Hold	2,346	–	–	0.17%	37
2024 Q1	$250K	Hold	2,346	–	–	0.23%	37
2023 Q4	$230K	Buy	+2,346	New	+$217K	0.23%	37

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 $71.6B AUM 21.08% 1-Year Est. Return

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

Sard Wealth Management Group's SPGP Position: Q1 2026 in Review

Sard Wealth Management Group increased its Invesco S&P 500 GARP ETF (SPGP) stake by 0.3% in Q1 2026, buying an estimated $796 and bringing the position to 2,353 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #52.

Sard Wealth Management Group first reported a position in SPGP in Q4 2023 and has held it in 10 quarters since. The position peaked at $267K in Q4 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

Sard Wealth Management Group held 2,353 shares of Invesco S&P 500 GARP ETF worth $253K as of Q1 2026.
Sard Wealth Management Group bought 7 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $796.
Invesco S&P 500 GARP ETF made up 0.14% of Sard Wealth Management Group's portfolio in Q1 2026, its #52 holding.
Sard Wealth Management Group first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and has held it in 10 quarters since.
Sard Wealth Management 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 Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.