Retirement Planning Group LLC Has $14.12 Million Stake in Invesco S&P 500 GARP ETF $SPGP

Posted by Doug Wharley on Jan 14th, 2026

Retirement Planning Group LLC reduced its holdings in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 42.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 124,262 shares of the company’s stock after selling 91,130 shares during the quarter. Invesco S&P 500 GARP ETF makes up approximately 0.5% of Retirement Planning Group LLC’s holdings, making the stock its 29th largest holding. Retirement Planning Group LLC owned about 0.54% of Invesco S&P 500 GARP ETF worth $14,119,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Franklin Resources Inc. acquired a new stake in shares of Invesco S&P 500 GARP ETF in the second quarter valued at $34,000. Vermillion & White Wealth Management Group LLC increased its position in Invesco S&P 500 GARP ETF by 97.4% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 1,528 shares of the company’s stock valued at $165,000 after acquiring an additional 754 shares in the last quarter. Wedbush Securities Inc. bought a new position in shares of Invesco S&P 500 GARP ETF in the second quarter worth about $203,000. Vestmark Advisory Solutions Inc. acquired a new position in shares of Invesco S&P 500 GARP ETF during the second quarter worth approximately $208,000. Finally, Darwin Wealth Management LLC bought a new stake in shares of Invesco S&P 500 GARP ETF during the second quarter valued at approximately $225,000.

Invesco S&P 500 GARP ETF Price Performance

Shares of Invesco S&P 500 GARP ETF stock opened at $116.32 on Wednesday. The firm has a 50 day simple moving average of $113.33 and a 200 day simple moving average of $112.14. Invesco S&P 500 GARP ETF has a fifty-two week low of $84.13 and a fifty-two week high of $117.90. The firm has a market cap of $2.48 billion, a P/E ratio of 16.90 and a beta of 1.00.

About Invesco S&P 500 GARP ETF

(Free Report)

The Invesco S&P 500 GARP ETF (SPGP) is an exchange-traded fund that is based on the S&P 500 GARP index. The fund tracks an index of S&P 500 stocks selected by growth, quality and value traits, and weighted by growth. SPGP was launched on Jun 16, 2011 and is managed by Invesco.