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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HFS

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Ameritas Advisory Services's SPGP Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q2 2026: 4,140 shares worth $506K. The stake represents 0.01% of the portfolio and ranks #785 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in SPGP as recently as Q3 2025.

Ameritas Advisory Services first reported a position in SPGP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.82M in Q4 2024. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Ameritas Advisory Services held 4,140 shares of Invesco S&P 500 GARP ETF worth $506K as of Q2 2026.
Invesco S&P 500 GARP ETF was a new Ameritas Advisory Services position in Q2 2026.
Invesco S&P 500 GARP ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #785 holding.
Ameritas Advisory Services first reported a position in Invesco S&P 500 GARP ETF in Q4 2022 and has held it in 13 quarters since.
Ameritas Advisory Services's Invesco S&P 500 GARP ETF position peaked at $1.82M in Q4 2024.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.