MWA
SPGP icon

Medallion Wealth Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Medallion Wealth 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
2025
Q3 		– Sell
-14
Closed -$1.52K – 1122
2025
Q2 		$1.52K Buy
+14
New +$1.4K ﹤0.01% 991

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Medallion Wealth Advisors's SPGP Position: Q3 2025 in Review

Medallion Wealth Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2025, closing a stake of 14 shares — an estimated $1.52K sold.

Medallion Wealth Advisors first reported a position in SPGP in Q2 2025 and held it in 1 quarter. The position peaked at $1.52K in Q2 2025. 306 funds tracked by Wall St. Rank hold SPGP as of Q3 2025.

  • Medallion Wealth Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 14 Invesco S&P 500 GARP ETF shares in Q3 2025, an estimated $1.52K.
  • Medallion Wealth Advisors first reported a position in Invesco S&P 500 GARP ETF in Q2 2025 and held it in 1 quarter.
  • Medallion Wealth Advisors's Invesco S&P 500 GARP ETF position peaked at $1.52K in Q2 2025.
  • 306 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2025.

Based on Medallion Wealth Advisors's 13F filing for Q3 2025, filed 24 Apr 2026.