Financial Advocates Investment Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Financial Advocates Investment Management’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
2025 Q2	–	Sell	-9,607	Closed	-$960K	–	757
2025 Q1	$960K	Sell	9,607 -59,650	-86%	-$6.28M	0.07%	288
2024 Q4	$7.26M	Sell	69,257 -16,096	-19%	-$1.73M	0.41%	49
2024 Q3	$8.93M	Buy	85,353 +1,630	+2%	+$167K	0.5%	44
2024 Q2	$8.61M	Sell	83,723 -1,096	-1%	-$113K	0.53%	41
2024 Q1	$9.03M	Buy	84,819 +3,862	+5%	+$384K	0.52%	41
2023 Q4	$7.94M	Buy	80,957 +1,405	+2%	+$130K	0.52%	40
2023 Q3	$7.26M	Buy	+79,552	New	+$7.41M	0.52%	40

Other funds holding SPGP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's SPGP Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2025, closing a stake of 9,607 shares — an estimated $960K sold.

Financial Advocates Investment Management first reported a position in SPGP in Q3 2023 and held it in 7 quarters. The position peaked at $9.03M in Q1 2024. 313 funds tracked by Wall St. Rank hold SPGP as of Q2 2025.

Financial Advocates Investment Management reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 9,607 Invesco S&P 500 GARP ETF shares in Q2 2025, an estimated $960K.
Financial Advocates Investment Management first reported a position in Invesco S&P 500 GARP ETF in Q3 2023 and held it in 7 quarters.
Financial Advocates Investment Management's Invesco S&P 500 GARP ETF position peaked at $9.03M in Q1 2024.
313 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.