ACA
SPGP icon

Aptus Capital Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Aptus Capital Advisors’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 		$26.5K Sell
246
-18
-7% -$2.05K ﹤0.01% 1363
2025
Q4 		$30.1K Sell
264
-150
-36% -$16.9K ﹤0.01% 1363
2025
Q3 		$47K Sell
414
-35
-8% -$3.88K ﹤0.01% 1241
2025
Q2 		$48.4K Sell
449
-293
-39% -$29.2K ﹤0.01% 1183
2025
Q1 		$74.1K Sell
742
-180
-20% -$19K ﹤0.01% 1053
2024
Q4 		$96.7K Buy
922
+717
+350% +$77.3K ﹤0.01% 1016
2024
Q3 		$21.5K Buy
205
+141
+220% +$14.4K ﹤0.01% 1029
2024
Q2 		$6.58K Sell
64
-631
-91% -$65K ﹤0.01% 1056
2024
Q1 		$74K Buy
695
+316
+83% +$31.4K ﹤0.01% 854
2023
Q4 		$37.2K Buy
379
+329
+658% +$30.4K ﹤0.01% 709
2023
Q3 		$4.56K Buy
+50
New +$4.66K ﹤0.01% 841
2023
Q1 		– Sell
-50
Closed -$4.13K – 886
2022
Q4 		$4.13K Buy
+50
New +$4.12K ﹤0.01% 734

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 $376B 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
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $124M AUM 12.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return