Venture Visionary Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Venture Visionary 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 Q3	$425K	Hold	3,575	–	–	0.01%	500
2026 Q2	$437K	Hold	3,575	–	–	0.01%	494
2026 Q1	$385K	Hold	3,575	–	–	0.01%	464
2025 Q4	$407K	Hold	3,575	–	–	0.01%	468
2025 Q3	$406K	Hold	3,575	–	–	0.01%	462
2025 Q2	$385K	Buy	+3,575	New	+$356K	0.01%	453

Other funds holding SPGP

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Venture Visionary Partners's SPGP Position: Q3 2026 in Review

Venture Visionary Partners held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q3 2026 at 3,575 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #500.

Venture Visionary Partners first reported a position in SPGP in Q2 2025 and has held it in 6 quarters since. The position peaked at $437K in Q2 2026. 18 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

Venture Visionary Partners held 3,575 shares of Invesco S&P 500 GARP ETF worth $425K as of Q3 2026.
Venture Visionary Partners left its Invesco S&P 500 GARP ETF share count unchanged in Q3 2026.
Invesco S&P 500 GARP ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #500 holding.
Venture Visionary Partners first reported a position in Invesco S&P 500 GARP ETF in Q2 2025 and has held it in 6 quarters since.
Venture Visionary Partners's Invesco S&P 500 GARP ETF position peaked at $437K in Q2 2026.
18 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.