TD Capital Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

TD Capital Management’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	$9.61K	Buy	79 +1	+1%	+$117	﹤0.01%	462
2026 Q1	$8.44K	Hold	78	–	–	﹤0.01%	494
2025 Q4	$8.9K	Hold	78	–	–	﹤0.01%	463
2025 Q3	$8.86K	Hold	78	–	–	﹤0.01%	437
2025 Q2	$8.39K	Hold	78	–	–	﹤0.01%	440
2025 Q1	$7.75K	Buy	78 +1	+1%	+$105	﹤0.01%	333
2024 Q4	$8.11K	Buy	+77	New	+$8.3K	﹤0.01%	304

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

TD Capital Management's SPGP Position: Q2 2026 in Review

TD Capital Management increased its Invesco S&P 500 GARP ETF (SPGP) stake by 1.3% in Q2 2026, buying an estimated $117 and bringing the position to 79 shares worth $9.61K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

TD Capital Management first reported a position in SPGP in Q4 2024 and has held it in 7 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

TD Capital Management held 79 shares of Invesco S&P 500 GARP ETF worth $9.61K as of Q2 2026.
TD Capital Management bought 1 Invesco S&P 500 GARP ETF share in Q2 2026, an estimated $117.
Invesco S&P 500 GARP ETF made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #462 holding.
TD Capital Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 7 quarters since.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.