ECA
SPGP icon

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

Elevated 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 		$73.5K Hold
683
– – 0.02% 314
2025
Q4 		$77.8K Buy
+683
New +$77.1K 0.02% 316
2024
Q4 		– Sell
-2,966
Closed -$310K – 276
2024
Q3 		$310K Buy
2,966
+7
+0.2% +$715 0.08% 242
2024
Q2 		$304K Sell
2,959
-570
-16% -$58.7K 0.09% 200
2024
Q1 		$376K Sell
3,529
-44,272
-93% -$4.4M 0.11% 149
2023
Q4 		$4.69M Sell
47,801
-3,220
-6% -$298K 1.47% 12
2023
Q3 		$4.66M Sell
51,021
-842
-2% -$78.5K 1.59% 14
2023
Q2 		$4.71M Buy
51,863
+5,349
+11% +$461K 1.57% 12
2023
Q1 		$3.97M Sell
46,514
-1,267
-3% -$110K 1.42% 17
2022
Q4 		$3.95M Sell
47,781
-3,433
-7% -$283K 1.51% 17
2022
Q3 		$3.83M Buy
+51,214
New +$4.26M 1.51% 19

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