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

StoneX 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	$464K	Buy	+3,842	New	+$451K	0.02%	602
2023 Q4	–	Sell	-5,079	Closed	-$463K	–	707
2023 Q3	$463K	Buy	5,079 +1,473	+41%	+$137K	0.05%	303
2023 Q2	$327K	Buy	3,606 +60	+2%	+$5.17K	0.03%	382
2023 Q1	$302K	Buy	+3,546	New	+$307K	0.03%	406

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

StoneX Group's SPGP Position: Q2 2026 in Review

StoneX Group opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 3,842 shares worth $464K. The stake represents 0.02% of the portfolio and ranks #602 among its holdings. This is a return to the name: StoneX Group previously reported a position in SPGP as recently as Q3 2023.

StoneX Group first reported a position in SPGP in Q1 2023 and has held it in 4 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

StoneX Group held 3,842 shares of Invesco S&P 500 GARP ETF worth $464K as of Q2 2026.
Invesco S&P 500 GARP ETF was a new StoneX Group position in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.02% of StoneX Group's portfolio in Q2 2026, its #602 holding.
StoneX Group first reported a position in Invesco S&P 500 GARP ETF in Q1 2023 and has held it in 4 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.