eCIO Inc’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

eCIO Inc’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	-952	Closed	-$108K	–	155
2025 Q4	$108K	Buy	+952	New	+$107K	0.05%	85

Other funds holding SPGP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $141M AUM 16.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

eCIO Inc's SPGP Position: Q1 2026 in Review

eCIO Inc sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2026, closing a stake of 952 shares — an estimated $108K sold.

eCIO Inc first reported a position in SPGP in Q4 2025 and held it in 1 quarter. The position peaked at $108K in Q4 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

eCIO Inc reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2026 after selling out during the quarter.
eCIO Inc sold 952 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $108K.
eCIO Inc first reported a position in Invesco S&P 500 GARP ETF in Q4 2025 and held it in 1 quarter.
eCIO Inc's Invesco S&P 500 GARP ETF position peaked at $108K in Q4 2025.
298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on eCIO Inc's 13F filing for Q1 2026, filed 14 Apr 2026.