WWM
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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
Q3 		$1.09M Buy
9,136
+22
+0.2% +$2.74K 0.46% 61
2026
Q2 		$1.11M Buy
9,114
+145
+2% +$17K 0.5% 62
2026
Q1 		$965K Buy
+8,969
New +$1.02M 0.52% 48

Other funds holding SPGP

LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Whalen Wealth Management's SPGP Position: Q3 2026 in Review

Whalen Wealth Management increased its Invesco S&P 500 GARP ETF (SPGP) stake by 0.24% in Q3 2026, buying an estimated $2.74K and bringing the position to 9,136 shares worth $1.09M. The position accounts for 0.46% of the portfolio, ranked #61.

Whalen Wealth Management first reported a position in SPGP in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.11M in Q2 2026. 16 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

  • Whalen Wealth Management held 9,136 shares of Invesco S&P 500 GARP ETF worth $1.09M as of Q3 2026.
  • Whalen Wealth Management bought 22 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $2.74K.
  • Invesco S&P 500 GARP ETF made up 0.46% of Whalen Wealth Management's portfolio in Q3 2026, its #61 holding.
  • Whalen Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q1 2026 and has held it in 3 quarters since.
  • Whalen Wealth Management's Invesco S&P 500 GARP ETF position peaked at $1.11M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.