Aveo Capital Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Aveo Capital 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
2025 Q2	–	Sell	-5,174	Closed	-$505K	–	131
2025 Q1	$505K	Sell	5,174 -2,789	-35%	-$294K	0.08%	111
2024 Q4	$835K	Sell	7,963 -12,156	-60%	-$1.31M	0.09%	148
2024 Q3	$2.11M	Sell	20,119 -17,825	-47%	-$1.82M	0.22%	88
2024 Q2	$3.9M	Sell	37,944 -21,976	-37%	-$2.26M	0.44%	64
2024 Q1	$6.08M	Buy	+59,920	New	+$5.96M	0.66%	39
2020 Q1	–	Sell	-11,000	Closed	-$694K	–	192
2019 Q4	$694K	Buy	+11,000	New	+$659K	0.27%	83

Other funds holding SPGP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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 $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aveo Capital Partners's SPGP Position: Q2 2025 in Review

Aveo Capital Partners sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2025, closing a stake of 5,174 shares — an estimated $505K sold.

Aveo Capital Partners first reported a position in SPGP in Q4 2019 and held it in 6 quarters. The position peaked at $6.08M in Q1 2024. 313 funds tracked by Wall St. Rank hold SPGP as of Q2 2025.

Aveo Capital Partners reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 5,174 Invesco S&P 500 GARP ETF shares in Q2 2025, an estimated $505K.
Aveo Capital Partners first reported a position in Invesco S&P 500 GARP ETF in Q4 2019 and held it in 6 quarters.
Aveo Capital Partners's Invesco S&P 500 GARP ETF position peaked at $6.08M in Q1 2024.
313 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.