Scarborough Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Scarborough Advisors’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 Q2	–	Sell	-744	Closed	-$80.1K	–	606
2026 Q1	$80.1K	Sell	744 -655	-47%	-$74.5K	0.01%	202
2025 Q4	$159K	Sell	1,399 -15	-1%	-$1.69K	0.03%	95
2025 Q3	$161K	Buy	1,414 +2	+0.1%	+$222	0.03%	91
2025 Q2	$152K	Buy	+1,412	New	+$141K	0.03%	92
2024 Q3	–	Sell	-2,455	Closed	-$252K	–	393
2024 Q2	$252K	Sell	2,455 -71,675	-97%	-$7.38M	0.1%	48
2024 Q1	$7.89M	Buy	74,130 +5,505	+8%	+$547K	3.65%	12
2023 Q4	$6.73M	Buy	+68,625	New	+$6.34M	1.39%	21

Other funds holding SPGP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

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

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Scarborough Advisors's SPGP Position: Q2 2026 in Review

Scarborough Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2026, closing a stake of 744 shares — an estimated $80.1K sold.

Scarborough Advisors first reported a position in SPGP in Q4 2023 and held it in 7 quarters. The position peaked at $7.89M in Q1 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Scarborough Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 744 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $80.1K.
Scarborough Advisors first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and held it in 7 quarters.
Scarborough Advisors's Invesco S&P 500 GARP ETF position peaked at $7.89M in Q1 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.