West Branch Capital
SPGP icon

West Branch Capital’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

West Branch Capital’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
Q3 		$215K Sell
1,811
-244
-12% -$30.4K 0.05% 80
2026
Q2 		$251K Hold
2,055
– – 0.06% 73
2026
Q1 		$221K Hold
2,055
– – 0.06% 75
2025
Q4 		$234K Hold
2,055
– – 0.06% 80
2025
Q3 		$233K Sell
2,055
-404
-16% -$44.8K 0.06% 84
2025
Q2 		$265K Sell
2,459
-44
-2% -$4.39K 0.08% 74
2025
Q1 		$250K Hold
2,503
– – 0.08% 74
2024
Q4 		$263K Sell
2,503
-15
-0.6% -$1.62K 0.08% 76
2024
Q3 		$264K Sell
2,518
-29
-1% -$2.96K 0.09% 76
2024
Q2 		$262K Sell
2,547
-287
-10% -$29.6K 0.1% 72
2024
Q1 		$302K Sell
2,834
-41
-1% -$4.08K 0.12% 68
2023
Q4 		$282K Hold
2,875
– – 0.13% 62
2023
Q3 		$262K Sell
2,875
-160
-5% -$14.9K 0.14% 65
2023
Q2 		$276K Hold
3,035
– – 0.14% 65
2023
Q1 		$259K Hold
3,035
– – 0.14% 67
2022
Q4 		$251K Hold
3,035
– – 0.15% 66
2022
Q3 		$227K Hold
3,035
– – 0.14% 72
2022
Q2 		$242K Hold
3,035
– – 0.14% 71
2022
Q1 		$277K Sell
3,035
-179
-6% -$16.2K 0.13% 71
2021
Q4 		$312K Hold
3,214
– – 0.13% 69
2021
Q3 		$280K Hold
3,214
– – 0.13% 72
2021
Q2 		$282K Hold
3,214
– – 0.14% 75
2021
Q1 		$262K Sell
3,214
-14
-0.4% -$1.09K 0.15% 76
2020
Q4 		$233K Buy
+3,228
New +$214K 0.14% 80
2020
Q3 		– Sell
-6,437
Closed -$354K – 86
2020
Q2 		$354K Hold
6,437
– – 0.25% 63
2020
Q1 		$287K Hold
6,437
– – 0.27% 59
2019
Q4 		$406K Sell
6,437
-499
-7% -$29.9K 0.28% 68
2019
Q3 		$391K Sell
6,936
-144
-2% -$8.06K 0.29% 60
2019
Q2 		$398K Buy
+7,080
New +$384K 0.33% 62
2018
Q2 		– Sell
-7,541
Closed -$358K – 102
2018
Q1 		$358K Buy
+7,541
New +$363K 0.39% 47

Other funds holding SPGP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Darrow Company
Darrow Company Needham, Massachusetts $250M AUM 9.37% 1-Year Est. Return
Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
WESCAP Management Group
WESCAP Management Group Glendale, California $531M AUM 12.83% 1-Year Est. Return

West Branch Capital's SPGP Position: Q3 2026 in Review

West Branch Capital reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 12% in Q3 2026, selling an estimated $30.4K and leaving 1,811 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #80.

West Branch Capital first reported a position in SPGP in Q1 2018 and has held it in 30 quarters since. The position peaked at $406K in Q4 2019. 197 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

  • West Branch Capital held 1,811 shares of Invesco S&P 500 GARP ETF worth $215K as of Q3 2026.
  • West Branch Capital sold 244 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $30.4K.
  • Invesco S&P 500 GARP ETF made up 0.05% of West Branch Capital's portfolio in Q3 2026, its #80 holding.
  • West Branch Capital first reported a position in Invesco S&P 500 GARP ETF in Q1 2018 and has held it in 30 quarters since.
  • West Branch Capital's Invesco S&P 500 GARP ETF position peaked at $406K in Q4 2019.
  • 197 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on West Branch Capital's 13F filing for Q3 2026, filed 20 Oct 2026.