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

Visionary Wealth 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	$1.9M	Buy	15,546 +291	+2%	+$34.2K	0.08%	216
2026 Q1	$1.64M	Buy	15,255 +33	+0.2%	+$3.75K	0.07%	217
2025 Q4	$1.73M	Sell	15,222 -1,709	-10%	-$193K	0.08%	212
2025 Q3	$1.92M	Sell	16,931 -29	-0.2%	-$3.21K	0.09%	200
2025 Q2	$1.83M	Buy	16,960 +128	+0.8%	+$12.8K	0.09%	201
2025 Q1	$1.68M	Sell	16,832 -765	-4%	-$80.6K	0.1%	194
2024 Q4	$1.85M	Buy	17,597 +299	+2%	+$32.2K	0.11%	184
2024 Q3	$1.81M	Buy	17,298 +1,351	+8%	+$138K	0.11%	187
2024 Q2	$1.64M	Buy	15,947 +1,479	+10%	+$152K	0.11%	190
2024 Q1	$1.54M	Buy	14,468 +3,934	+37%	+$391K	0.1%	197
2023 Q4	$1.03M	Buy	10,534 +3,954	+60%	+$366K	0.08%	224
2023 Q3	$600K	Buy	6,580 +2,847	+76%	+$265K	0.05%	272
2023 Q2	$339K	Buy	3,733 +330	+10%	+$28.4K	0.03%	346
2023 Q1	$290K	Buy	+3,403	New	+$294K	0.02%	359

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

Visionary Wealth Advisors's SPGP Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Invesco S&P 500 GARP ETF (SPGP) stake by 1.9% in Q2 2026, buying an estimated $34.2K and bringing the position to 15,546 shares worth $1.9M. The position accounts for 0.08% of the portfolio, ranked #216.

Visionary Wealth Advisors first reported a position in SPGP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.92M in Q3 2025. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Visionary Wealth Advisors held 15,546 shares of Invesco S&P 500 GARP ETF worth $1.9M as of Q2 2026.
Visionary Wealth Advisors bought 291 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $34.2K.
Invesco S&P 500 GARP ETF made up 0.08% of Visionary Wealth Advisors's portfolio in Q2 2026, its #216 holding.
Visionary Wealth Advisors first reported a position in Invesco S&P 500 GARP ETF in Q1 2023 and has held it in 14 quarters since.
Visionary Wealth Advisors's Invesco S&P 500 GARP ETF position peaked at $1.92M in Q3 2025.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.