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Ausdal Financial Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Ausdal Financial Partners’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 		– Sell
-1,765
Closed -$201K – 1039
2025
Q4 		$201K Buy
+1,765
New +$199K 0.01% 904

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Bank of America
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Fifth Third Bancorp
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Northwestern Mutual Wealth Management
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HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CDWM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ausdal Financial Partners's SPGP Position: Q1 2026 in Review

Ausdal Financial Partners sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2026, closing a stake of 1,765 shares — an estimated $201K sold.

Ausdal Financial Partners first reported a position in SPGP in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

  • Ausdal Financial Partners reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2026 after selling out during the quarter.
  • Ausdal Financial Partners sold 1,765 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $201K.
  • Ausdal Financial Partners first reported a position in Invesco S&P 500 GARP ETF in Q4 2025 and held it in 1 quarter.
  • Ausdal Financial Partners's Invesco S&P 500 GARP ETF position peaked at $201K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.