Arkadios Wealth Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Arkadios Wealth 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	$2.49M	Sell	23,123 -6,633	-22%	-$754K	0.04%	433
2025 Q4	$3.39M	Buy	29,756 +455	+2%	+$51.4K	0.07%	305
2025 Q3	$3.33M	Buy	+29,301	New	+$3.25M	0.08%	267
2021 Q4	–	Sell	-81	Closed	-$7K	–	1609
2021 Q3	$7K	Hold	81	–	–	﹤0.01%	1535
2021 Q2	$7K	Hold	81	–	–	﹤0.01%	1636
2021 Q1	$6K	Hold	81	–	–	﹤0.01%	1330
2020 Q4	$5K	Hold	81	–	–	﹤0.01%	1129
2020 Q3	$5.09K	Sell	81 -234	-74%	-$13.8K	﹤0.01%	845
2020 Q2	$17.5K	Hold	315	–	–	0.01%	564
2020 Q1	$14K	Hold	315	–	–	0.01%	558
2019 Q4	$20.4K	Buy	+315	New	+$18.9K	0.01%	453

Other funds holding SPGP

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

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

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

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