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Vise Technologies’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Vise Technologies’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 		$644K Sell
5,266
-1,330
-20% -$156K 0.01% 1019
2026
Q1 		$751K Hold
6,596
– – 0.01% 689
2025
Q4 		$751K Buy
+6,596
New +$745K 0.01% 694
2024
Q4 		$898K Buy
+8,562
New +$923K 0.07% 286
2024
Q3 		– Sell
-3,317
Closed -$341K – 615
2024
Q2 		$341K Buy
+3,317
New +$342K 0.06% 293

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

Vise Technologies's SPGP Position: Q2 2026 in Review

Vise Technologies reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 20% in Q2 2026, selling an estimated $156K and leaving 5,266 shares worth $644K. The position accounts for 0.01% of the portfolio, ranked #1019.

Vise Technologies first reported a position in SPGP in Q2 2024 and has held it in 5 quarters since. The position peaked at $898K in Q4 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Vise Technologies held 5,266 shares of Invesco S&P 500 GARP ETF worth $644K as of Q2 2026.
  • Vise Technologies sold 1,330 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $156K.
  • Invesco S&P 500 GARP ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1019 holding.
  • Vise Technologies first reported a position in Invesco S&P 500 GARP ETF in Q2 2024 and has held it in 5 quarters since.
  • Vise Technologies's Invesco S&P 500 GARP ETF position peaked at $898K in Q4 2024.
  • 304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.