AmeriFlex Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

AmeriFlex Group’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 Q3	–	Sell	-28,742	Closed	-$3.06M	–	1326
2025 Q2	$3.06M	Sell	28,742 -13,648	-32%	-$1.36M	1.61%	8
2025 Q1	$4.23M	Buy	42,390 +664	+2%	+$69.9K	1.73%	5
2024 Q4	$4.52M	Buy	+41,726	New	+$4.5M	2.07%	5

Other funds holding SPGP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AmeriFlex Group's SPGP Position: Q3 2025 in Review

AmeriFlex Group sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2025, closing a stake of 28,742 shares — an estimated $3.06M sold.

AmeriFlex Group first reported a position in SPGP in Q4 2024 and held it in 3 quarters. The position peaked at $4.52M in Q4 2024. 306 funds tracked by Wall St. Rank hold SPGP as of Q3 2025.

AmeriFlex Group reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2025 after selling out during the quarter.
AmeriFlex Group sold 28,742 Invesco S&P 500 GARP ETF shares in Q3 2025, an estimated $3.06M.
AmeriFlex Group first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and held it in 3 quarters.
AmeriFlex Group's Invesco S&P 500 GARP ETF position peaked at $4.52M in Q4 2024.
306 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.