Integrated Advisors Network’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Integrated Advisors Network’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
2024 Q4	–	Sell	-5,646	Closed	-$591K	–	754
2024 Q3	$591K	Sell	5,646 -42,256	-88%	-$4.32M	0.03%	428
2024 Q2	$4.92M	Sell	47,902 -1,581	-3%	-$163K	0.25%	102
2024 Q1	$5.27M	Buy	49,483 +39,641	+403%	+$3.94M	0.27%	97
2023 Q4	$965K	Sell	9,842 -63	-0.6%	-$5.82K	0.05%	302
2023 Q3	$904K	Sell	9,905 -308	-3%	-$28.7K	0.06%	296
2023 Q2	$927K	Sell	10,213 -1,016	-9%	-$87.5K	0.05%	301
2023 Q1	$958K	Sell	11,229 -3,041	-21%	-$263K	0.06%	295
2022 Q4	$1.18M	Buy	14,270 +161	+1%	+$13.3K	0.08%	258
2022 Q3	$1.06M	Buy	14,109 +900	+7%	+$74.8K	0.07%	262
2022 Q2	$1.05M	Buy	13,209 +6,489	+97%	+$553K	0.07%	270
2022 Q1	$613K	Sell	6,720 -1,004	-13%	-$90.9K	0.04%	389
2021 Q4	$749K	Buy	7,724 +1,519	+24%	+$141K	0.04%	347
2021 Q3	$540K	Buy	+6,205	New	+$560K	0.04%	379

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVCP

Silicon Valley Capital Partners San Jose, California $1.23B AUM 33.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Integrated Advisors Network's SPGP Position: Q4 2024 in Review

Integrated Advisors Network sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2024, closing a stake of 5,646 shares — an estimated $591K sold.

Integrated Advisors Network first reported a position in SPGP in Q3 2021 and held it in 13 quarters. The position peaked at $5.27M in Q1 2024. 338 funds tracked by Wall St. Rank hold SPGP as of Q4 2024.

Integrated Advisors Network reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2024 after selling out during the quarter.
Integrated Advisors Network sold 5,646 Invesco S&P 500 GARP ETF shares in Q4 2024, an estimated $591K.
Integrated Advisors Network first reported a position in Invesco S&P 500 GARP ETF in Q3 2021 and held it in 13 quarters.
Integrated Advisors Network's Invesco S&P 500 GARP ETF position peaked at $5.27M in Q1 2024.
338 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2024.

Based on Integrated Advisors Network's 13F filing for Q4 2024, filed 25 Feb 2025.