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 Q3	$302K	Sell	2,542 -131	-5%	-$16.3K	0.22%	37
2026 Q2	$327K	Sell	2,673 -139	-5%	-$16.3K	0.22%	38
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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Campbell Deegan Wealth Management Richmond, Virginia $146M AUM 12.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Summit Financial Consulting's SPGP Position: Q3 2026 in Review

Summit Financial Consulting reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 4.9% in Q3 2026, selling an estimated $16.3K and leaving 2,542 shares worth $302K. The position accounts for 0.22% of the portfolio, ranked #37.

Summit Financial Consulting first reported a position in SPGP in Q1 2025 and has held it in 7 quarters since. The position peaked at $340K in Q3 2025. 271 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

Summit Financial Consulting held 2,542 shares of Invesco S&P 500 GARP ETF worth $302K as of Q3 2026.
Summit Financial Consulting sold 131 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $16.3K.
Invesco S&P 500 GARP ETF made up 0.22% of Summit Financial Consulting's portfolio in Q3 2026, its #37 holding.
Summit Financial Consulting first reported a position in Invesco S&P 500 GARP ETF in Q1 2025 and has held it in 7 quarters since.
Summit Financial Consulting's Invesco S&P 500 GARP ETF position peaked at $340K in Q3 2025.
271 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.