ARC
SPGP icon

Advisor Resource Council’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-4,385
Closed -$404K – 523
2025
Q1 		$404K Buy
+4,385
New +$462K 0.03% 399
2024
Q3 		– Sell
-14,822
Closed -$44.6K – 261
2024
Q2 		$44.6K Sell
14,822
-940
-6% -$96.8K 0.08% 28
2024
Q1 		$1.55M Sell
15,762
-35,907
-69% -$3.57M 0.65% 29
2023
Q4 		$5.07M Buy
51,669
+45,256
+706% +$4.18M 0.59% 43
2023
Q3 		$585K Buy
6,413
+340
+6% +$31.7K 0.3% 59
2023
Q2 		$551K Sell
6,073
-582
-9% -$50.1K 0.25% 67
2023
Q1 		$570K Buy
+6,655
New +$576K 0.14% 163
2022
Q3 		– Sell
-45,261
Closed -$3.6M – 446
2022
Q2 		$3.6M Buy
45,261
+25,708
+131% +$2.19M 0.33% 62
2022
Q1 		$1.78M Sell
19,553
-6,722
-26% -$609K 0.54% 51
2021
Q4 		$2.55M Buy
26,275
+13,819
+111% +$1.28M 0.2% 104
2021
Q3 		$1.08M Buy
+12,456
New +$1.12M 0.33% 86

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Resource Council's SPGP Position: Q2 2025 in Review

Advisor Resource Council sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2025, closing a stake of 4,385 shares — an estimated $404K sold.

Advisor Resource Council first reported a position in SPGP in Q3 2021 and held it in 11 quarters. The position peaked at $5.07M in Q4 2023. 313 funds tracked by Wall St. Rank hold SPGP as of Q2 2025.

  • Advisor Resource Council reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 4,385 Invesco S&P 500 GARP ETF shares in Q2 2025, an estimated $404K.
  • Advisor Resource Council first reported a position in Invesco S&P 500 GARP ETF in Q3 2021 and held it in 11 quarters.
  • Advisor Resource Council's Invesco S&P 500 GARP ETF position peaked at $5.07M in Q4 2023.
  • 313 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.