Tactive Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Tactive Advisors’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	$271K	Sell	2,217 -48	-2%	-$5.63K	0.07%	226
2026 Q1	$244K	Buy	2,265 +11	+0.5%	+$1.25K	0.07%	223
2025 Q4	$257K	Buy	2,254 +165	+8%	+$18.6K	0.08%	207
2025 Q3	$237K	Buy	+2,089	New	+$231K	0.07%	221

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

HFS

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

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 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

Tactive Advisors's SPGP Position: Q2 2026 in Review

Tactive Advisors reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 2.1% in Q2 2026, selling an estimated $5.63K and leaving 2,217 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #226.

Tactive Advisors first reported a position in SPGP in Q3 2025 and has held it in 4 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Tactive Advisors held 2,217 shares of Invesco S&P 500 GARP ETF worth $271K as of Q2 2026.
Tactive Advisors sold 48 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $5.63K.
Invesco S&P 500 GARP ETF made up 0.07% of Tactive Advisors's portfolio in Q2 2026, its #226 holding.
Tactive Advisors first reported a position in Invesco S&P 500 GARP ETF in Q3 2025 and has held it in 4 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.