Wealth Enhancement Advisory Services’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Wealth Enhancement Advisory Services’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	$8.33M	Sell	66,955 -2,311	-3%	-$271K	0.01%	756
2026 Q1	$7.48M	Sell	69,266 -17,626	-20%	-$2M	0.02%	704
2025 Q4	$10.2M	Sell	86,892 -4,601	-5%	-$520K	0.01%	690
2025 Q3	$10.5M	Sell	91,493 -4,353	-5%	-$482K	0.02%	645
2025 Q2	$10.4M	Sell	95,846 -46,163	-33%	-$4.6M	0.02%	616
2025 Q1	$14.2M	Buy	142,009 +6,657	+5%	+$701K	0.03%	495
2024 Q4	$14.2M	Buy	135,352 +20,803	+18%	+$2.24M	0.03%	466
2024 Q3	$12M	Sell	114,549 -21,378	-16%	-$2.19M	0.03%	470
2024 Q2	$14M	Sell	135,927 -11,472	-8%	-$1.18M	0.03%	405
2024 Q1	$15.7M	Sell	147,399 -12,352	-8%	-$1.23M	0.04%	371
2023 Q4	$15.7M	Buy	159,751 +24,814	+18%	+$2.29M	0.05%	346
2023 Q3	$12.3M	Buy	+134,937	New	+$12.6M	0.04%	365

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

Wealth Enhancement Advisory Services's SPGP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 3.3% in Q2 2026, selling an estimated $271K and leaving 66,955 shares worth $8.33M. The position accounts for 0.01% of the portfolio, ranked #756.

Wealth Enhancement Advisory Services first reported a position in SPGP in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.7M in Q1 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Wealth Enhancement Advisory Services held 66,955 shares of Invesco S&P 500 GARP ETF worth $8.33M as of Q2 2026.
Wealth Enhancement Advisory Services sold 2,311 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $271K.
Invesco S&P 500 GARP ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #756 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 GARP ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P 500 GARP ETF position peaked at $15.7M in Q1 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.