Ameritas Advisory Services’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Ameritas Advisory Services’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 Q3	$401K	Sell	3,375 -765	-18%	-$95.2K	0.01%	853
2026 Q2	$506K	Buy	+4,140	New	+$486K	0.01%	785
2025 Q4	–	Sell	-4,359	Closed	-$495K	–	1946
2025 Q3	$495K	Buy	4,359 +3,445	+377%	+$382K	0.03%	394
2025 Q2	$98.5K	Sell	914 -3,695	-80%	-$368K	0.01%	993
2025 Q1	$482K	Sell	4,609 -12,726	-73%	-$1.34M	0.02%	579
2024 Q4	$1.82M	Buy	17,335 +11,660	+205%	+$1.26M	0.06%	279
2024 Q3	$594K	Sell	5,675 -6,669	-54%	-$682K	0.03%	510
2024 Q2	$1.27M	Buy	12,344 +6,245	+102%	+$643K	0.05%	349
2024 Q1	$614K	Buy	6,099 +999	+20%	+$99.3K	0.03%	491
2023 Q4	$504K	Buy	5,100 +141	+3%	+$13K	0.03%	427
2023 Q3	$456K	Buy	4,959 +1,675	+51%	+$156K	0.02%	520
2023 Q2	$295K	Buy	3,284 +192	+6%	+$16.5K	0.04%	407
2023 Q1	$264K	Buy	3,092 +161	+5%	+$13.9K	0.01%	677
2022 Q4	$242K	Buy	+2,931	New	+$241K	0.01%	773

Other funds holding SPGP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Campbell Deegan Wealth Management Richmond, Virginia $146M AUM 12.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Darrow Company Needham, Massachusetts $250M AUM 9.37% 1-Year Est. Return

Ameritas Advisory Services's SPGP Position: Q3 2026 in Review

Ameritas Advisory Services reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 18% in Q3 2026, selling an estimated $95.2K and leaving 3,375 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #853.

Ameritas Advisory Services first reported a position in SPGP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.82M in Q4 2024. 228 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

Ameritas Advisory Services held 3,375 shares of Invesco S&P 500 GARP ETF worth $401K as of Q3 2026.
Ameritas Advisory Services sold 765 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $95.2K.
Invesco S&P 500 GARP ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q3 2026, its #853 holding.
Ameritas Advisory Services first reported a position in Invesco S&P 500 GARP ETF in Q4 2022 and has held it in 14 quarters since.
Ameritas Advisory Services's Invesco S&P 500 GARP ETF position peaked at $1.82M in Q4 2024.
228 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.