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

Uniting 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 		$247K Hold
2,021
– – 0.05% 175
2026
Q1 		$218K Sell
2,021
-48
-2% -$5.46K 0.05% 188
2025
Q4 		$236K Buy
2,069
+3
+0.1% +$339 0.07% 137
2025
Q3 		$235K Buy
+2,066
New +$229K 0.06% 163

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

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

Uniting Wealth Partners held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 2,021 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #175.

Uniting Wealth Partners 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.

  • Uniting Wealth Partners held 2,021 shares of Invesco S&P 500 GARP ETF worth $247K as of Q2 2026.
  • Uniting Wealth Partners left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 GARP ETF made up 0.05% of Uniting Wealth Partners's portfolio in Q2 2026, its #175 holding.
  • Uniting Wealth Partners 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 Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.