Visionary Wealth Advisors
SPGP icon

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
Q3 		$1.9M Buy
15,963
+417
+3% +$51.9K 0.07% 221
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Darrow Company
Darrow Company Needham, Massachusetts $250M AUM 9.37% 1-Year Est. Return
Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
WESCAP Management Group
WESCAP Management Group Glendale, California $531M AUM 12.83% 1-Year Est. Return

Visionary Wealth Advisors's SPGP Position: Q3 2026 in Review

Visionary Wealth Advisors increased its Invesco S&P 500 GARP ETF (SPGP) stake by 2.7% in Q3 2026, buying an estimated $51.9K and bringing the position to 15,963 shares worth $1.9M. The position accounts for 0.07% of the portfolio, ranked #221.

Visionary Wealth Advisors first reported a position in SPGP in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.92M in Q3 2025. 197 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

  • Visionary Wealth Advisors held 15,963 shares of Invesco S&P 500 GARP ETF worth $1.9M as of Q3 2026.
  • Visionary Wealth Advisors bought 417 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $51.9K.
  • Invesco S&P 500 GARP ETF made up 0.07% of Visionary Wealth Advisors's portfolio in Q3 2026, its #221 holding.
  • Visionary Wealth Advisors first reported a position in Invesco S&P 500 GARP ETF in Q1 2023 and has held it in 15 quarters since.
  • Visionary Wealth Advisors's Invesco S&P 500 GARP ETF position peaked at $1.92M in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.