Summit Financial Consulting’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Summit Financial Consulting’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	$303K	Sell	2,812 -17	-0.6%	-$1.93K	0.22%	36
2025 Q4	$322K	Sell	2,829 -167	-6%	-$18.9K	0.23%	35
2025 Q3	$340K	Sell	2,996 -68	-2%	-$7.54K	0.27%	29
2025 Q2	$330K	Sell	3,064 -19	-0.6%	-$1.9K	0.3%	28
2025 Q1	$308K	Buy	+3,083	New	+$325K	0.29%	33

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

Summit Financial Consulting's SPGP Position: Q1 2026 in Review

Summit Financial Consulting reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 0.6% in Q1 2026, selling an estimated $1.93K and leaving 2,812 shares worth $303K. The position accounts for 0.22% of the portfolio, ranked #36.

Summit Financial Consulting first reported a position in SPGP in Q1 2025 and has held it in 5 quarters since. The position peaked at $340K in Q3 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

Summit Financial Consulting held 2,812 shares of Invesco S&P 500 GARP ETF worth $303K as of Q1 2026.
Summit Financial Consulting sold 17 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $1.93K.
Invesco S&P 500 GARP ETF made up 0.22% of Summit Financial Consulting's portfolio in Q1 2026, its #36 holding.
Summit Financial Consulting first reported a position in Invesco S&P 500 GARP ETF in Q1 2025 and has held it in 5 quarters since.
Summit Financial Consulting's Invesco S&P 500 GARP ETF position peaked at $340K in Q3 2025.
298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.