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 Q3	$281K	Buy	2,361 +2	+0.1%	+$249	0.11%	55
2026 Q2	$289K	Buy	2,359 +6	+0.3%	+$704	0.14%	51
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

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

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sard Wealth Management Group's SPGP Position: Q3 2026 in Review

Sard Wealth Management Group increased its Invesco S&P 500 GARP ETF (SPGP) stake by 0.08% in Q3 2026, buying an estimated $249 and bringing the position to 2,361 shares worth $281K. The position accounts for 0.11% of the portfolio, ranked #55.

Sard Wealth Management Group first reported a position in SPGP in Q4 2023 and has held it in 12 quarters since. The position peaked at $289K in Q2 2026. 174 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

Sard Wealth Management Group held 2,361 shares of Invesco S&P 500 GARP ETF worth $281K as of Q3 2026.
Sard Wealth Management Group bought 2 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $249.
Invesco S&P 500 GARP ETF made up 0.11% of Sard Wealth Management Group's portfolio in Q3 2026, its #55 holding.
Sard Wealth Management Group first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and has held it in 12 quarters since.
Sard Wealth Management Group's Invesco S&P 500 GARP ETF position peaked at $289K in Q2 2026.
174 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Sard Wealth Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.