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

Whalen Wealth Management’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 Q1	$965K	Buy	+8,969	New	+$1.02M	0.52%	48

Other funds holding SPGP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HFS

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

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whalen Wealth Management's SPGP Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q1 2026: 8,969 shares worth $965K. The stake represents 0.52% of the portfolio and ranks #48 among its holdings.

298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

Whalen Wealth Management held 8,969 shares of Invesco S&P 500 GARP ETF worth $965K as of Q1 2026.
Invesco S&P 500 GARP ETF was a new Whalen Wealth Management position in Q1 2026.
Invesco S&P 500 GARP ETF made up 0.52% of Whalen Wealth Management's portfolio in Q1 2026, its #48 holding.
298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.