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Walled Lake Planning & Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Walled Lake Planning & Wealth Management’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 		$764K Buy
6,250
+318
+5% +$37.3K 0.19% 61
2026
Q1 		$638K Sell
5,932
-674
-10% -$76.7K 0.19% 66
2025
Q4 		$752K Buy
6,606
+88
+1% +$9.94K 0.24% 57
2025
Q3 		$741K Buy
6,518
+197
+3% +$21.8K 0.24% 55
2025
Q2 		$681K Sell
6,321
-791
-11% -$78.9K 0.22% 57
2025
Q1 		$710K Buy
7,112
+180
+3% +$19K 0.25% 57
2024
Q4 		$727K Buy
6,932
+542
+8% +$58.4K 0.27% 55
2024
Q3 		$669K Buy
6,390
+427
+7% +$43.6K 0.25% 53
2024
Q2 		$613K Buy
5,963
+951
+19% +$98K 0.25% 51
2024
Q1 		$534K Buy
5,012
+914
+22% +$90.9K 0.22% 50
2023
Q4 		$402K Buy
4,098
+19
+0.5% +$1.76K 0.19% 57
2023
Q3 		$372K Buy
4,079
+129
+3% +$12K 0.19% 54
2023
Q2 		$359K Buy
3,950
+542
+16% +$46.7K 0.17% 58
2023
Q1 		$291K Sell
3,408
-14
-0.4% -$1.21K 0.15% 61
2022
Q4 		$283K Buy
+3,422
New +$282K 0.19% 41
2022
Q1 		– Sell
-3,540
Closed -$343K – 101
2021
Q4 		$343K Buy
3,540
+3,177
+875% +$294K 0.2% 61
2021
Q3 		$32K Buy
+363
New +$32.8K 0.02% 190

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

Walled Lake Planning & Wealth Management's SPGP Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Invesco S&P 500 GARP ETF (SPGP) stake by 5.4% in Q2 2026, buying an estimated $37.3K and bringing the position to 6,250 shares worth $764K. The position accounts for 0.19% of the portfolio, ranked #61.

Walled Lake Planning & Wealth Management first reported a position in SPGP in Q3 2021 and has held it in 17 quarters since. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 6,250 shares of Invesco S&P 500 GARP ETF worth $764K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 318 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $37.3K.
  • Invesco S&P 500 GARP ETF made up 0.19% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q3 2021 and has held it in 17 quarters since.
  • 304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.