Shepherd Kaplan Krochuk’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Shepherd Kaplan Krochuk’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	$220K	Buy	+1,797	New	+$211K	0.17%	62
2026 Q1	–	Sell	-1,797	Closed	-$205K	–	63
2025 Q4	$205K	Hold	1,797	–	–	0.17%	64
2025 Q3	$204K	Buy	+1,797	New	+$199K	0.17%	60

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

Shepherd Kaplan Krochuk's SPGP Position: Q2 2026 in Review

Shepherd Kaplan Krochuk opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 1,797 shares worth $220K. The stake represents 0.17% of the portfolio and ranks #62 among its holdings. This is a return to the name: Shepherd Kaplan Krochuk previously reported a position in SPGP as recently as Q4 2025.

Shepherd Kaplan Krochuk first reported a position in SPGP in Q3 2025 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Shepherd Kaplan Krochuk held 1,797 shares of Invesco S&P 500 GARP ETF worth $220K as of Q2 2026.
Invesco S&P 500 GARP ETF was a new Shepherd Kaplan Krochuk position in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.17% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #62 holding.
Shepherd Kaplan Krochuk first reported a position in Invesco S&P 500 GARP ETF in Q3 2025 and has held it in 3 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.