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WBH Advisory’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

WBH Advisory’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 		$859K Sell
7,023
-425
-6% -$49.9K 0.06% 193
2026
Q1 		$804K Sell
7,448
-159
-2% -$18.1K 0.06% 184
2025
Q4 		$866K Sell
7,607
-588
-7% -$66.4K 0.06% 179
2025
Q3 		$931K Sell
8,195
-30
-0.4% -$3.33K 0.07% 173
2025
Q2 		$886K Sell
8,225
-3,075
-27% -$307K 0.08% 171
2025
Q1 		$1.13M Sell
11,300
-340
-3% -$35.8K 0.11% 136
2024
Q4 		$1.22M Sell
11,640
-1,077
-8% -$116K 0.11% 133
2024
Q3 		$1.33M Sell
12,717
-38,529
-75% -$3.94M 0.13% 123
2024
Q2 		$5.27M Sell
51,246
-8,621
-14% -$888K 0.53% 45
2024
Q1 		$6.38M Sell
59,867
-3,452
-5% -$343K 0.66% 40
2023
Q4 		$6.21M Buy
63,319
+2,767
+5% +$256K 0.69% 41
2023
Q3 		$5.52M Buy
60,552
+14,259
+31% +$1.33M 0.68% 41
2023
Q2 		$4.2M Buy
46,293
+8,220
+22% +$708K 0.5% 52
2023
Q1 		$3.25M Buy
+38,073
New +$3.29M 0.41% 62

Other funds holding SPGP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WBH Advisory's SPGP Position: Q2 2026 in Review

WBH Advisory reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 5.7% in Q2 2026, selling an estimated $49.9K and leaving 7,023 shares worth $859K. The position accounts for 0.06% of the portfolio, ranked #193.

WBH Advisory first reported a position in SPGP in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.38M in Q1 2024. 192 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • WBH Advisory held 7,023 shares of Invesco S&P 500 GARP ETF worth $859K as of Q2 2026.
  • WBH Advisory sold 425 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $49.9K.
  • Invesco S&P 500 GARP ETF made up 0.06% of WBH Advisory's portfolio in Q2 2026, its #193 holding.
  • WBH Advisory first reported a position in Invesco S&P 500 GARP ETF in Q1 2023 and has held it in 14 quarters since.
  • WBH Advisory's Invesco S&P 500 GARP ETF position peaked at $6.38M in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.