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Southern Michigan Bank & Trust’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Southern Michigan Bank & Trust’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 		$12.2K Hold
100
– – ﹤0.01% 312
2026
Q1 		$10.8K Buy
+100
New +$11.4K ﹤0.01% 317

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fifth Third Bancorp
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Southern Michigan Bank & Trust's SPGP Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 100 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Southern Michigan Bank & Trust first reported a position in SPGP in Q1 2026 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Southern Michigan Bank & Trust held 100 shares of Invesco S&P 500 GARP ETF worth $12.2K as of Q2 2026.
  • Southern Michigan Bank & Trust left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 GARP ETF made up ﹤0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #312 holding.
  • Southern Michigan Bank & Trust first reported a position in Invesco S&P 500 GARP ETF in Q1 2026 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.