White Knight Strategic Wealth Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

White Knight Strategic Wealth Advisors’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	-12,409	Closed	-$1.34M	–	94
2026 Q1	$1.34M	Sell	12,409 -1,970	-14%	-$224K	1.13%	20
2025 Q4	$1.64M	Buy	14,379 +1,406	+11%	+$159K	1.2%	18
2025 Q3	$1.47M	Sell	12,973 -2,126	-14%	-$236K	1.16%	19
2025 Q2	$1.63M	Sell	15,099 -505	-3%	-$50.4K	1.38%	18
2025 Q1	$1.56M	Sell	15,604 -15,652	-50%	-$1.65M	1.44%	17
2024 Q4	$3.28M	Buy	31,256 +15,740	+101%	+$1.7M	1.37%	19
2024 Q3	$1.62M	Buy	15,516 +979	+7%	+$100K	1.47%	19
2024 Q2	$1.49M	Buy	14,537 +471	+3%	+$48.5K	1.49%	18
2024 Q1	$1.5M	Buy	14,066 +647	+5%	+$64.3K	1.56%	20
2023 Q4	$1.32M	Buy	13,419 +7,249	+117%	+$670K	1.51%	20
2023 Q3	$563K	Buy	6,170 +1,392	+29%	+$130K	0.74%	34
2023 Q2	$434K	Buy	4,778 +2,070	+76%	+$178K	0.51%	38
2023 Q1	$231K	Buy	+2,708	New	+$234K	0.29%	64

Other funds holding SPGP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 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

White Knight Strategic Wealth Advisors's SPGP Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2026, closing a stake of 12,409 shares — an estimated $1.34M sold.

White Knight Strategic Wealth Advisors first reported a position in SPGP in Q1 2023 and held it in 13 quarters. The position peaked at $3.28M in Q4 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

White Knight Strategic Wealth Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2026 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 12,409 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $1.34M.
White Knight Strategic Wealth Advisors first reported a position in Invesco S&P 500 GARP ETF in Q1 2023 and held it in 13 quarters.
White Knight Strategic Wealth Advisors's Invesco S&P 500 GARP ETF position peaked at $3.28M in Q4 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.