Sunbelt Securities’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Sunbelt Securities’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	$233K	Buy	2,162 +88	+4%	+$10K	0.01%	596
2025 Q4	$236K	Buy	2,074 +4	+0.2%	+$452	0.02%	587
2025 Q3	$235K	Buy	2,070 +451	+28%	+$50K	0.02%	598
2025 Q2	$170K	Sell	1,619 -160	-9%	-$16K	0.02%	628
2025 Q1	$178K	Buy	1,779 +160	+10%	+$16.9K	0.02%	591
2024 Q4	$169K	Sell	1,619 -2	-0.1%	-$216	0.01%	630
2024 Q3	$170K	Buy	+1,621	New	+$166K	0.02%	637

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $141M AUM 16.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sunbelt Securities's SPGP Position: Q1 2026 in Review

Sunbelt Securities increased its Invesco S&P 500 GARP ETF (SPGP) stake by 4.2% in Q1 2026, buying an estimated $10K and bringing the position to 2,162 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #596.

Sunbelt Securities first reported a position in SPGP in Q3 2024 and has held it in 7 quarters since. The position peaked at $236K in Q4 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

Sunbelt Securities held 2,162 shares of Invesco S&P 500 GARP ETF worth $233K as of Q1 2026.
Sunbelt Securities bought 88 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $10K.
Invesco S&P 500 GARP ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #596 holding.
Sunbelt Securities first reported a position in Invesco S&P 500 GARP ETF in Q3 2024 and has held it in 7 quarters since.
Sunbelt Securities's Invesco S&P 500 GARP ETF position peaked at $236K in Q4 2025.
298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.