AAS
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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

Ameritas Advisory Services's SPGP Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2025, closing a stake of 4,359 shares — an estimated $495K sold.

Ameritas Advisory Services first reported a position in SPGP in Q4 2022 and held it in 12 quarters. The position peaked at $1.82M in Q4 2024. 322 funds tracked by Wall St. Rank hold SPGP as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 4,359 Invesco S&P 500 GARP ETF shares in Q4 2025, an estimated $495K.
  • Ameritas Advisory Services first reported a position in Invesco S&P 500 GARP ETF in Q4 2022 and held it in 12 quarters.
  • Ameritas Advisory Services's Invesco S&P 500 GARP ETF position peaked at $1.82M in Q4 2024.
  • 322 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.