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

Atria Wealth Solutions’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 Q2	$9.83M	Sell	90,906 -894	-1%	-$89.1K	0.22%	104
2025 Q1	$9.17M	Sell	91,800 -10,163	-10%	-$1.07M	0.11%	197
2024 Q4	$10.7M	Sell	101,963 -28,763	-22%	-$3.1M	0.12%	183
2024 Q3	$13.7M	Sell	130,726 -23,833	-15%	-$2.44M	0.15%	144
2024 Q2	$15.9M	Buy	154,559 +8,976	+6%	+$925K	0.18%	120
2024 Q1	$15.5M	Buy	145,583 +17,111	+13%	+$1.7M	0.17%	126
2023 Q4	$12.6M	Buy	128,472 +15,445	+14%	+$1.43M	0.16%	141
2023 Q3	$10.3M	Buy	113,027 +18,358	+19%	+$1.71M	0.14%	152
2023 Q2	$8.59M	Buy	94,669 +59,015	+166%	+$5.08M	0.12%	174
2023 Q1	$3.04M	Buy	35,654 +6,984	+24%	+$604K	0.05%	403
2022 Q4	$2.37M	Buy	28,670 +3,231	+13%	+$266K	0.04%	453
2022 Q3	$1.9M	Buy	25,439 +15,475	+155%	+$1.29M	0.03%	502
2022 Q2	$793K	Buy	9,964 +1,783	+22%	+$152K	0.01%	798
2022 Q1	$746K	Buy	+8,181	New	+$741K	0.01%	853

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

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

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

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

HFS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's SPGP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 0.97% in Q2 2025, selling an estimated $89.1K and leaving 90,906 shares worth $9.83M. The position accounts for 0.22% of the portfolio, ranked #104.

Atria Wealth Solutions first reported a position in SPGP in Q1 2022 and has held it in 14 quarters since. The position peaked at $15.9M in Q2 2024. 313 funds tracked by Wall St. Rank hold SPGP as of Q2 2025.

Atria Wealth Solutions held 90,906 shares of Invesco S&P 500 GARP ETF worth $9.83M as of Q2 2025.
Atria Wealth Solutions sold 894 Invesco S&P 500 GARP ETF shares in Q2 2025, an estimated $89.1K.
Invesco S&P 500 GARP ETF made up 0.22% of Atria Wealth Solutions's portfolio in Q2 2025, its #104 holding.
Atria Wealth Solutions first reported a position in Invesco S&P 500 GARP ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Invesco S&P 500 GARP ETF position peaked at $15.9M in Q2 2024.
313 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.