Baron Financial Group, LLC / SPGP
Baron Financial Group, LLC’s Invesco Exchange Traded Fd T Position
Does Baron Financial Group, LLC own Invesco Exchange Traded Fd T (SPGP)? Yes — 17.8K shares worth $2M (+1.04% of its 13F portfolio) as of Q2 2026, down from 18.6K shares the prior filed quarter.
Position Value
$2M
Q2 2026
Shares
17.8K
% of Portfolio
+1.04%
Quarters Held
14
currently held
Position History SPGP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 17.8K | $2M | +1.04% |
| Q1 2026 | 18.6K | $2M | +1.08% |
| Q4 2025 | 18.6K | $2M | +1.13% |
| Q3 2025 | 18.6K | $2M | +1.16% |
| Q2 2025 | 18.6K | $2M | +1.18% |
| Q1 2025 | 18.3K | $2M | +1.15% |
| Q4 2024 | 18.2K | $2M | +1.19% |
| Q3 2024 | 18.2K | $2M | +1.16% |
| Q2 2024 | 18.3K | $2M | +1.19% |
| Q1 2024 | 17.7K | $2M | +1.16% |
| Q4 2023 | 17.4K | $2M | +1.09% |
| Q3 2023 | 17.0K | $2M | +1.01% |
| Q2 2023 | 16.3K | $1M | +0.92% |
| Q1 2023 | 14.5K | $1M | +0.78% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baron Financial Group, LLC’s full portfolio or all institutional holders of SPGP.