Willow Financial’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Willow Financial’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	$10M	Buy	+83,916	New	+$10.4M	9.47%	2

Other funds holding SPGP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Campbell Deegan Wealth Management Richmond, Virginia $146M AUM 12.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return

Willow Financial's SPGP Position: Q3 2026 in Review

Willow Financial opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q3 2026: 83,916 shares worth $10M. The stake represents 9.47% of the portfolio and ranks #2 among its holdings.

257 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

Willow Financial held 83,916 shares of Invesco S&P 500 GARP ETF worth $10M as of Q3 2026.
Invesco S&P 500 GARP ETF was a new Willow Financial position in Q3 2026.
Invesco S&P 500 GARP ETF made up 9.47% of Willow Financial's portfolio in Q3 2026, its #2 holding.
257 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Willow Financial's 13F filing for Q3 2026, filed 12 Nov 2026.