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Atria Investments’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Atria Investments’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
-2,750
Closed -$312K – 2124
2025
Q3 		$312K Sell
2,750
-10,588
-79% -$1.17M ﹤0.01% 1696
2025
Q2 		$1.44M Sell
13,338
-7,051
-35% -$703K 0.02% 873
2025
Q1 		$2.04M Sell
20,389
-642
-3% -$67.6K 0.03% 694
2024
Q4 		$2.21M Sell
21,031
-502
-2% -$54.1K 0.03% 637
2024
Q3 		$2.25M Buy
21,533
+1,082
+5% +$111K 0.03% 621
2024
Q2 		$2.1M Buy
20,451
+1,171
+6% +$121K 0.03% 618
2024
Q1 		$2.05M Buy
19,280
+1,172
+6% +$117K 0.03% 642
2023
Q4 		$1.78M Sell
18,108
-53,105
-75% -$4.91M 0.03% 643
2023
Q3 		$6.5M Buy
+71,213
New +$6.64M 0.12% 219

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
MWM
Modern Wealth Management Lenexa, Kansas $5.82B 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 $124M AUM 12.26% 1-Year Est. Return