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

Key Financial 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
2025
Q2 		– Sell
-4,700
Closed -$469K – 1474
2025
Q1 		$469K Buy
+4,700
New +$495K 0.1% 163

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Key Financial Inc's SPGP Position: Q2 2025 in Review

Key Financial Inc sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2025, closing a stake of 4,700 shares — an estimated $469K sold.

Key Financial Inc first reported a position in SPGP in Q1 2025 and held it in 1 quarter. The position peaked at $469K in Q1 2025. 312 funds tracked by Wall St. Rank hold SPGP as of Q2 2025.

  • Key Financial Inc reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2025 after selling out during the quarter.
  • Key Financial Inc sold 4,700 Invesco S&P 500 GARP ETF shares in Q2 2025, an estimated $469K.
  • Key Financial Inc first reported a position in Invesco S&P 500 GARP ETF in Q1 2025 and held it in 1 quarter.
  • Key Financial Inc's Invesco S&P 500 GARP ETF position peaked at $469K in Q1 2025.
  • 312 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.