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 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

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

West Branch Capital's SPGP Position: Q2 2026 in Review

West Branch Capital held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q2 2026 at 2,055 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #73.

West Branch Capital first reported a position in SPGP in Q1 2018 and has held it in 29 quarters since. The position peaked at $406K in Q4 2019. 122 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

West Branch Capital held 2,055 shares of Invesco S&P 500 GARP ETF worth $251K as of Q2 2026.
West Branch Capital left its Invesco S&P 500 GARP ETF share count unchanged in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.06% of West Branch Capital's portfolio in Q2 2026, its #73 holding.
West Branch Capital first reported a position in Invesco S&P 500 GARP ETF in Q1 2018 and has held it in 29 quarters since.
West Branch Capital's Invesco S&P 500 GARP ETF position peaked at $406K in Q4 2019.
122 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.