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Wedbush Securities’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Wedbush Securities’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 		– Sell
-2,055
Closed -$221K – 1364
2026
Q1 		$221K Buy
2,055
+280
+16% +$31.8K 0.01% 1076
2025
Q4 		$202K Sell
1,775
-106
-6% -$12K 0.01% 1114
2025
Q3 		$214K Sell
1,881
-4
-0.2% -$443 0.01% 1039
2025
Q2 		$203K Buy
+1,885
New +$188K 0.01% 1053
2025
Q1 		– Sell
-1,942
Closed -$204K – 1182
2024
Q4 		$204K Buy
+1,942
New +$209K 0.01% 1027

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

Wedbush Securities's SPGP Position: Q2 2026 in Review

Wedbush Securities sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2026, closing a stake of 2,055 shares — an estimated $221K sold.

Wedbush Securities first reported a position in SPGP in Q4 2024 and held it in 5 quarters. The position peaked at $221K in Q1 2026. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

  • Wedbush Securities reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2026 after selling out during the quarter.
  • Wedbush Securities sold 2,055 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $221K.
  • Wedbush Securities first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and held it in 5 quarters.
  • Wedbush Securities's Invesco S&P 500 GARP ETF position peaked at $221K in Q1 2026.
  • 304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.