Signature Estate & Investment Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Signature Estate & Investment 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	$549K	Sell	4,493 -63	-1%	-$7.39K	0.01%	408
2026 Q1	$490K	Buy	4,556 +13	+0.3%	+$1.48K	0.01%	421
2025 Q4	$517K	Buy	4,543 +8	+0.2%	+$903	0.01%	383
2025 Q3	$515K	Buy	4,535 +6	+0.1%	+$665	0.01%	380
2025 Q2	$488K	Buy	4,529 +13	+0.3%	+$1.3K	0.01%	364
2025 Q1	$451K	Buy	4,516 +19	+0.4%	+$2K	0.01%	363
2024 Q4	$472K	Buy	4,497 +129	+3%	+$13.9K	0.01%	339
2024 Q3	$457K	Buy	4,368 +13	+0.3%	+$1.33K	0.01%	322
2024 Q2	$448K	Buy	+4,355	New	+$449K	0.01%	311
2020 Q1	–	Sell	-4,524	Closed	-$285K	–	157
2019 Q4	$285K	Sell	4,524 -27	-0.6%	-$1.62K	0.02%	134
2019 Q3	$257K	Buy	4,551 +114	+3%	+$6.38K	0.02%	138
2019 Q2	$249K	Buy	4,437 +98	+2%	+$5.32K	0.02%	136
2019 Q1	$232K	Buy	4,339 +334	+8%	+$16.9K	0.02%	145
2018 Q4	$183K	Buy	+4,005	New	+$196K	0.02%	149
2015 Q4	–	Sell	-4,115	Closed	-$131K	–	126
2015 Q3	$131K	Buy	4,115 +300	+8%	+$10.1K	0.03%	97
2015 Q2	$129K	Buy	+3,815	New	+$130K	0.03%	83

Other funds holding SPGP

HFS

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

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

Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Signature Estate & Investment Advisors's SPGP Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 1.4% in Q2 2026, selling an estimated $7.39K and leaving 4,493 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #408.

Signature Estate & Investment Advisors first reported a position in SPGP in Q2 2015 and has held it in 16 quarters since. 126 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Signature Estate & Investment Advisors held 4,493 shares of Invesco S&P 500 GARP ETF worth $549K as of Q2 2026.
Signature Estate & Investment Advisors sold 63 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $7.39K.
Invesco S&P 500 GARP ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #408 holding.
Signature Estate & Investment Advisors first reported a position in Invesco S&P 500 GARP ETF in Q2 2015 and has held it in 16 quarters since.
126 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.