Wealth Management Resources’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Wealth Management Resources’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	$1.27M	Buy	10,387 +20	+0.2%	+$2.35K	0.39%	24
2026 Q1	$1.12M	Sell	10,367 -15	-0.1%	-$1.71K	0.39%	23
2025 Q4	$1.18M	Sell	10,382 -577	-5%	-$65.2K	0.42%	22
2025 Q3	$1.25M	Sell	10,959 -444	-4%	-$49.2K	0.4%	24
2025 Q2	$1.23M	Sell	11,403 -6,349	-36%	-$633K	0.42%	24
2025 Q1	$1.77M	Sell	17,752 -5,963	-25%	-$628K	0.64%	23
2024 Q4	$2.49M	Sell	23,715 -93,797	-80%	-$10.1M	0.92%	20
2024 Q3	$12.3M	Sell	117,512 -5,225	-4%	-$534K	4.93%	10
2024 Q2	$12.6M	Sell	122,737 -76	-0.1%	-$7.83K	5.42%	8
2024 Q1	$13.1M	Buy	122,813 +5,011	+4%	+$498K	5.65%	7
2023 Q4	$11.5M	Buy	117,802 +44,589	+61%	+$4.12M	5.43%	8
2023 Q3	$6.68M	Buy	+73,213	New	+$6.82M	3.23%	13

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 Management Resources's SPGP Position: Q2 2026 in Review

Wealth Management Resources increased its Invesco S&P 500 GARP ETF (SPGP) stake by 0.19% in Q2 2026, buying an estimated $2.35K and bringing the position to 10,387 shares worth $1.27M. The position accounts for 0.39% of the portfolio, ranked #24.

Wealth Management Resources first reported a position in SPGP in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.1M in Q1 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Wealth Management Resources held 10,387 shares of Invesco S&P 500 GARP ETF worth $1.27M as of Q2 2026.
Wealth Management Resources bought 20 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $2.35K.
Invesco S&P 500 GARP ETF made up 0.39% of Wealth Management Resources's portfolio in Q2 2026, its #24 holding.
Wealth Management Resources first reported a position in Invesco S&P 500 GARP ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Management Resources's Invesco S&P 500 GARP ETF position peaked at $13.1M in Q1 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.