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

Summit 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
Q2 		$361K Buy
2,955
+595
+25% +$69.8K 0.05% 206
2026
Q1 		$254K Buy
+2,360
New +$268K 0.04% 235

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Summit Wealth Partners's SPGP Position: Q2 2026 in Review

Summit Wealth Partners increased its Invesco S&P 500 GARP ETF (SPGP) stake by 25% in Q2 2026, buying an estimated $69.8K and bringing the position to 2,955 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #206.

Summit Wealth Partners first reported a position in SPGP in Q1 2026 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Summit Wealth Partners held 2,955 shares of Invesco S&P 500 GARP ETF worth $361K as of Q2 2026.
  • Summit Wealth Partners bought 595 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $69.8K.
  • Invesco S&P 500 GARP ETF made up 0.05% of Summit Wealth Partners's portfolio in Q2 2026, its #206 holding.
  • Summit Wealth Partners first reported a position in Invesco S&P 500 GARP ETF in Q1 2026 and has held it in 2 quarters since.
  • 304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.