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 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 $1.66T 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

Scarborough Advisors's SPGP Position: Q1 2026 in Review

Scarborough Advisors reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 47% in Q1 2026, selling an estimated $74.5K and leaving 744 shares worth $80.1K. The position accounts for 0.01% of the portfolio, ranked #202.

Scarborough Advisors first reported a position in SPGP in Q4 2023 and has held it in 7 quarters since. The position peaked at $7.89M in Q1 2024. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

Scarborough Advisors held 744 shares of Invesco S&P 500 GARP ETF worth $80.1K as of Q1 2026.
Scarborough Advisors sold 655 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $74.5K.
Invesco S&P 500 GARP ETF made up 0.01% of Scarborough Advisors's portfolio in Q1 2026, its #202 holding.
Scarborough Advisors first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and has held it in 7 quarters since.
Scarborough Advisors's Invesco S&P 500 GARP ETF position peaked at $7.89M in Q1 2024.
298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.