World Investment Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

World Investment 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	$1.88M	Sell	17,362 -43	-0.2%	-$5.05K	0.03%	491
2026 Q1	$1.87M	Sell	17,405 -2,290	-12%	-$260K	0.03%	500
2025 Q4	$2.24M	Buy	19,695 +2,821	+17%	+$319K	0.04%	437
2025 Q3	$1.92M	Sell	16,874 -11,077	-40%	-$1.23M	0.04%	404
2025 Q2	$3.01M	Sell	27,951 -23,258	-45%	-$2.32M	0.07%	299
2025 Q1	$5.11M	Buy	51,209 +4,035	+9%	+$425K	0.13%	184
2024 Q4	$4.95M	Buy	47,174 +3,686	+8%	+$397K	0.14%	173
2024 Q3	$4.55M	Buy	43,488 +370	+0.9%	+$37.8K	0.14%	168
2024 Q2	$4.43M	Sell	43,118 -7,527	-15%	-$775K	0.28%	74
2024 Q1	$5.39M	Buy	50,645 +11,178	+28%	+$1.11M	0.77%	27
2023 Q4	$3.87M	Buy	39,467 +33,501	+562%	+$3.1M	0.5%	38
2023 Q3	$544K	Hold	5,966	–	–	0.11%	134
2023 Q2	$542K	Hold	5,966	–	–	0.1%	130
2023 Q1	$509K	Hold	5,966	–	–	0.11%	135
2022 Q4	$493K	Buy	5,966 +316	+6%	+$26K	0.11%	127
2022 Q3	$423K	Hold	5,650	–	–	0.1%	145
2022 Q2	$483K	Hold	5,650	–	–	0.1%	149
2022 Q1	$516K	Buy	+5,650	New	+$512K	0.11%	144

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

World Investment Advisors's SPGP Position: Q2 2026 in Review

World Investment Advisors reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 0.25% in Q2 2026, selling an estimated $5.05K and leaving 17,362 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #491.

World Investment Advisors first reported a position in SPGP in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.39M in Q1 2024. 305 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

World Investment Advisors held 17,362 shares of Invesco S&P 500 GARP ETF worth $1.88M as of Q2 2026.
World Investment Advisors sold 43 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $5.05K.
Invesco S&P 500 GARP ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #491 holding.
World Investment Advisors first reported a position in Invesco S&P 500 GARP ETF in Q1 2022 and has held it in 18 quarters since.
World Investment Advisors's Invesco S&P 500 GARP ETF position peaked at $5.39M in Q1 2024.
305 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.