Cetera Investment Advisers
SPGP icon

Cetera Investment Advisers’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Cetera Investment Advisers’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 		$12.8M Sell
119,234
-13,875
-10% -$1.58M 0.01% 921
2025
Q4 		$15.2M Sell
133,109
-18,442
-12% -$2.08M 0.02% 792
2025
Q3 		$17.2M Buy
151,551
+103,863
+218% +$11.5M 0.02% 709
2025
Q2 		$5.14M Sell
47,688
-12,046
-20% -$1.2M 0.01% 1171
2025
Q1 		$5.97M Sell
59,734
-3,693
-6% -$389K 0.01% 1006
2024
Q4 		$6.65M Sell
63,427
-46,517
-42% -$5.01M 0.01% 897
2024
Q3 		$11.5M Sell
109,944
-63,687
-37% -$6.51M 0.03% 642
2024
Q2 		$17.8M Buy
173,631
+7,537
+5% +$776K 0.04% 429
2024
Q1 		$17.7M Buy
166,094
+84,122
+103% +$8.36M 0.04% 428
2023
Q4 		$8.04M Buy
81,972
+38,419
+88% +$3.55M 0.07% 283
2023
Q3 		$3.97M Sell
43,553
-8,058
-16% -$751K 0.03% 495
2023
Q2 		$4.69M Buy
51,611
+14,135
+38% +$1.22M 0.04% 429
2023
Q1 		$3.2M Buy
37,476
+25,338
+209% +$2.19M 0.03% 543
2022
Q4 		$1M Buy
12,138
+7,522
+163% +$620K 0.01% 994
2022
Q3 		$345K Buy
+4,616
New +$384K 0.01% 1194

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
CDWM
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