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Advyzon Investment Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Advyzon Investment Management’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
Q1 		– Sell
-30,660
Closed -$3.49M – 715
2025
Q4 		$3.49M Buy
+30,660
New +$3.46M 0.41% 56

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advyzon Investment Management's SPGP Position: Q1 2026 in Review

Advyzon Investment Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2026, closing a stake of 30,660 shares — an estimated $3.49M sold.

Advyzon Investment Management first reported a position in SPGP in Q4 2025 and held it in 1 quarter. The position peaked at $3.49M in Q4 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

  • Advyzon Investment Management reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 30,660 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $3.49M.
  • Advyzon Investment Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2025 and held it in 1 quarter.
  • Advyzon Investment Management's Invesco S&P 500 GARP ETF position peaked at $3.49M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.