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

Sequoia Financial 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	$593K	Sell	4,851 -220	-4%	-$25.8K	﹤0.01%	1241
2026 Q1	$546K	Sell	5,071 -240	-5%	-$27.3K	﹤0.01%	1228
2025 Q4	$605K	Sell	5,311 -1,282	-19%	-$145K	﹤0.01%	1174
2025 Q3	$749K	Sell	6,593 -79	-1%	-$8.76K	﹤0.01%	937
2025 Q2	$719K	Sell	6,672 -4,427	-40%	-$441K	﹤0.01%	837
2025 Q1	$1.11M	Buy	+11,099	New	+$1.17M	0.01%	585

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

Sequoia Financial Advisors's SPGP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 4.3% in Q2 2026, selling an estimated $25.8K and leaving 4,851 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Sequoia Financial Advisors first reported a position in SPGP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.11M in Q1 2025. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Sequoia Financial Advisors held 4,851 shares of Invesco S&P 500 GARP ETF worth $593K as of Q2 2026.
Sequoia Financial Advisors sold 220 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $25.8K.
Invesco S&P 500 GARP ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1241 holding.
Sequoia Financial Advisors first reported a position in Invesco S&P 500 GARP ETF in Q1 2025 and has held it in 6 quarters since.
Sequoia Financial Advisors's Invesco S&P 500 GARP ETF position peaked at $1.11M in Q1 2025.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.