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Clearwater Capital Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Clearwater Capital Advisors’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 		$265K Hold
2,464
– – 0.02% 152
2025
Q4 		$281K Hold
2,464
– – 0.02% 145
2025
Q3 		$280K Buy
2,464
+73
+3% +$8.09K 0.02% 148
2025
Q2 		$258K Sell
2,391
-73
-3% -$7.28K 0.02% 145
2025
Q1 		$246K Hold
2,464
– – 0.02% 155
2024
Q4 		$258K Hold
2,464
– – 0.03% 154
2024
Q3 		$258K Hold
2,464
– – 0.03% 151
2024
Q2 		$253K Hold
2,464
– – 0.03% 139
2024
Q1 		$262K Hold
2,464
– – 0.03% 139
2023
Q4 		$242K Hold
2,464
– – 0.03% 139
2023
Q3 		$225K Sell
2,464
-463
-16% -$43.1K 0.03% 128
2023
Q2 		$266K Sell
2,927
-15
-0.5% -$1.29K 0.03% 123
2023
Q1 		$251K Sell
2,942
-273
-8% -$23.6K 0.03% 125
2022
Q4 		$266K Hold
3,215
– – 0.03% 131
2022
Q3 		$241K Hold
3,215
– – 0.03% 136
2022
Q2 		$256K Hold
3,215
– – 0.04% 126
2022
Q1 		$293K Sell
3,215
-8
-0.2% -$724 0.03% 136
2021
Q4 		$313K Sell
3,223
-250
-7% -$23.2K 0.03% 134
2021
Q3 		$302K Sell
3,473
-2,352
-40% -$212K 0.04% 136
2021
Q2 		$511K Sell
5,825
-3
-0.1% -$257 0.06% 104
2021
Q1 		$475K Sell
5,828
-4,478
-43% -$348K 0.06% 107
2020
Q4 		$743K Hold
10,306
– – 0.1% 87
2020
Q3 		$614K Sell
10,306
-50
-0.5% -$2.94K 0.1% 84
2020
Q2 		$569K Sell
10,356
-4,807
-32% -$250K 0.1% 88
2020
Q1 		$676K Sell
15,163
-7,603
-33% -$435K 0.15% 82
2019
Q4 		$1.44M Sell
22,766
-6,785
-23% -$407K 0.24% 71
2019
Q3 		$1.67M Sell
29,551
-3,503
-11% -$196K 0.29% 76
2019
Q2 		$1.86M Sell
33,054
-3,718
-10% -$202K 0.34% 77
2019
Q1 		$1.96M Sell
36,772
-4,257
-10% -$216K 0.37% 75
2018
Q4 		$1.88M Sell
41,029
-2,273
-5% -$111K 0.41% 79
2018
Q3 		$2.36M Sell
43,302
-5,609
-11% -$297K 0.46% 66
2018
Q2 		$2.49M Sell
48,911
-278
-0.6% -$13.7K 0.51% 59
2018
Q1 		$2.34M Sell
49,189
-3,819
-7% -$184K 0.48% 59
2017
Q4 		$2.41M Sell
53,008
-1,415
-3% -$63.1K 0.53% 58
2017
Q3 		$2.37M Sell
54,423
-40,663
-43% -$1.69M 0.55% 56
2017
Q2 		$3.82M Buy
95,086
+881
+0.9% +$34.3K 0.97% 27
2017
Q1 		$3.5M Buy
94,205
+6,803
+8% +$244K 0.96% 31
2016
Q4 		$2.97M Buy
87,402
+7,076
+9% +$238K 1.03% 30
2016
Q3 		$2.69M Buy
80,326
+1,018
+1% +$34.6K 0.94% 35
2016
Q2 		$2.63M Buy
+79,308
New +$2.63M 0.97% 33

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 $377B 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 $125M 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 $570B AUM 27.57% 1-Year Est. Return

Clearwater Capital Advisors's SPGP Position: Q1 2026 in Review

Clearwater Capital Advisors held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q1 2026 at 2,464 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #152.

Clearwater Capital Advisors first reported a position in SPGP in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.82M in Q2 2017. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

  • Clearwater Capital Advisors held 2,464 shares of Invesco S&P 500 GARP ETF worth $265K as of Q1 2026.
  • Clearwater Capital Advisors left its Invesco S&P 500 GARP ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 GARP ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q1 2026, its #152 holding.
  • Clearwater Capital Advisors first reported a position in Invesco S&P 500 GARP ETF in Q2 2016 and has held it in 40 quarters since.
  • Clearwater Capital Advisors's Invesco S&P 500 GARP ETF position peaked at $3.82M in Q2 2017.
  • 298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.