Strategic Wealth Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Strategic Wealth Partners’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 Q1	$13.9K	Hold	129	–	–	﹤0.01%	806
2025 Q4	$14.7K	Sell	129 -5,000	-97%	-$565K	﹤0.01%	776
2025 Q3	$583K	Buy	5,129 +129	+3%	+$14.3K	0.04%	209
2025 Q2	$539K	Buy	+5,000	New	+$499K	0.04%	201
2024 Q4	$642K	Hold	5,974	–	–	0.05%	180
2024 Q3	$625K	Hold	5,974	–	–	0.06%	181
2024 Q2	$614K	Hold	5,974	–	–	0.06%	175
2024 Q1	$636K	Buy	+5,974	New	+$594K	0.07%	169

Other funds holding SPGP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HFS

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

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Wealth Partners's SPGP Position: Q1 2026 in Review

Strategic Wealth Partners held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q1 2026 at 129 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Strategic Wealth Partners first reported a position in SPGP in Q1 2024 and has held it in 8 quarters since. The position peaked at $642K in Q4 2024. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

Strategic Wealth Partners held 129 shares of Invesco S&P 500 GARP ETF worth $13.9K as of Q1 2026.
Strategic Wealth Partners left its Invesco S&P 500 GARP ETF share count unchanged in Q1 2026.
Invesco S&P 500 GARP ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #806 holding.
Strategic Wealth Partners first reported a position in Invesco S&P 500 GARP ETF in Q1 2024 and has held it in 8 quarters since.
Strategic Wealth Partners's Invesco S&P 500 GARP ETF position peaked at $642K in Q4 2024.
298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.