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

Wealthcare Advisory Partners’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	$2.74M	Buy	22,434 +427	+2%	+$50.1K	0.05%	287
2026 Q1	$2.37M	Sell	22,007 -80,697	-79%	-$9.18M	0.05%	336
2025 Q4	$11.7M	Sell	102,704 -85,212	-45%	-$9.62M	0.23%	93
2025 Q3	$21.4M	Buy	187,916 +5,486	+3%	+$608K	0.44%	43
2025 Q2	$19.6M	Buy	182,430 +14,251	+8%	+$1.42M	0.45%	46
2025 Q1	$16.8M	Buy	168,179 +3,430	+2%	+$361K	0.45%	45
2024 Q4	$17.3M	Sell	164,749 -9,182	-5%	-$990K	0.48%	39
2024 Q3	$18.2M	Buy	173,931 +1,910	+1%	+$195K	0.52%	38
2024 Q2	$17.7M	Sell	172,021 -6,519	-4%	-$672K	0.55%	37
2024 Q1	$19M	Buy	178,540 +16,734	+10%	+$1.66M	0.62%	34
2023 Q4	$15.9M	Buy	161,806 +34,147	+27%	+$3.16M	0.63%	40
2023 Q3	$11.6M	Buy	127,659 +24,952	+24%	+$2.33M	0.53%	45
2023 Q2	$9.32M	Buy	102,707 +3,442	+3%	+$297K	0.42%	47
2023 Q1	$8.47M	Buy	99,265 +1,565	+2%	+$135K	0.36%	55
2022 Q4	$8.07M	Buy	97,700 +3,480	+4%	+$287K	0.39%	54
2022 Q3	$7.05M	Sell	94,220 -2,717	-3%	-$226K	0.4%	51
2022 Q2	$7.72M	Buy	96,937 +77,982	+411%	+$6.65M	0.47%	42
2022 Q1	$1.73M	Buy	18,955 +11,202	+144%	+$1.01M	0.11%	117
2021 Q4	$752K	Buy	7,753 +800	+12%	+$74.1K	0.05%	244
2021 Q3	$605K	Sell	6,953 -2,040	-23%	-$184K	0.04%	282
2021 Q2	$788K	Buy	8,993 +1,170	+15%	+$100K	0.05%	231
2021 Q1	$637K	Buy	7,823 +2,180	+39%	+$169K	0.05%	250
2020 Q4	$407K	Buy	5,643 +285	+5%	+$18.9K	0.04%	266
2020 Q3	$319K	Buy	5,358 +1,619	+43%	+$95.2K	0.04%	267
2020 Q2	$205K	Buy	3,739 +1,011	+37%	+$52.6K	0.03%	295
2020 Q1	$122K	Buy	2,728 +2,453	+892%	+$140K	0.02%	339
2019 Q4	$17K	Hold	275	–	–	﹤0.01%	816
2019 Q3	$16K	Hold	275	–	–	﹤0.01%	810
2019 Q2	$15K	Buy	275 +195	+244%	+$10.6K	﹤0.01%	804
2019 Q1	$4K	Hold	80	–	–	﹤0.01%	1013
2018 Q4	$4K	Hold	80	–	–	﹤0.01%	994
2018 Q3	$4K	Buy	+80	New	+$4.23K	﹤0.01%	1040

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

Wealthcare Advisory Partners's SPGP Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Invesco S&P 500 GARP ETF (SPGP) stake by 1.9% in Q2 2026, buying an estimated $50.1K and bringing the position to 22,434 shares worth $2.74M. The position accounts for 0.05% of the portfolio, ranked #287.

Wealthcare Advisory Partners first reported a position in SPGP in Q3 2018 and has held it in 32 quarters since. The position peaked at $21.4M in Q3 2025. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Wealthcare Advisory Partners held 22,434 shares of Invesco S&P 500 GARP ETF worth $2.74M as of Q2 2026.
Wealthcare Advisory Partners bought 427 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $50.1K.
Invesco S&P 500 GARP ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #287 holding.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 GARP ETF in Q3 2018 and has held it in 32 quarters since.
Wealthcare Advisory Partners's Invesco S&P 500 GARP ETF position peaked at $21.4M in Q3 2025.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.