SNS Financial Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

SNS Financial Group’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	$2.56M	Buy	+20,960	New	+$2.46M	0.05%	199

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

SNS Financial Group's SPGP Position: Q2 2026 in Review

SNS Financial Group opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 20,960 shares worth $2.56M. The stake represents 0.05% of the portfolio and ranks #199 among its holdings.

304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

SNS Financial Group held 20,960 shares of Invesco S&P 500 GARP ETF worth $2.56M as of Q2 2026.
Invesco S&P 500 GARP ETF was a new SNS Financial Group position in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.05% of SNS Financial Group's portfolio in Q2 2026, its #199 holding.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.