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Concurrent Investment Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Concurrent Investment 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 		$324K Buy
3,013
+342
+13% +$38.9K ﹤0.01% 1448
2025
Q4 		$304K Sell
2,671
-162
-6% -$18.3K ﹤0.01% 1389
2025
Q3 		$322K Sell
2,833
-283
-9% -$31.4K 0.01% 1121
2025
Q2 		$336K Buy
3,116
+321
+11% +$32K 0.01% 1010
2025
Q1 		$279K Sell
2,795
-1,666
-37% -$175K 0.01% 966
2024
Q4 		$468K Sell
4,461
-126
-3% -$13.6K 0.01% 686
2024
Q3 		$480K Buy
4,587
+2,342
+104% +$239K 0.01% 633
2024
Q2 		$231K Buy
2,245
+135
+6% +$13.9K 0.01% 821
2024
Q1 		$225K Sell
2,110
-12,507
-86% -$1.24M 0.01% 763
2023
Q4 		$1.43M Buy
+14,617
New +$1.35M 0.07% 275

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