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

Midwest 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
2025 Q4	–	Sell	-100	Closed	-$11.4K	–	224
2025 Q3	$11.4K	Hold	100	–	–	0.01%	155
2025 Q2	$10.8K	Hold	100	–	–	0.01%	156
2025 Q1	$9.99K	Hold	100	–	–	0.01%	156
2024 Q4	$10.5K	Buy	+100	New	+$10.8K	0.01%	160

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

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

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

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Midwest Capital Advisors's SPGP Position: Q4 2025 in Review

Midwest Capital Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2025, closing a stake of 100 shares — an estimated $11.4K sold.

Midwest Capital Advisors first reported a position in SPGP in Q4 2024 and held it in 4 quarters. The position peaked at $11.4K in Q3 2025. 322 funds tracked by Wall St. Rank hold SPGP as of Q4 2025.

Midwest Capital Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2025 after selling out during the quarter.
Midwest Capital Advisors sold 100 Invesco S&P 500 GARP ETF shares in Q4 2025, an estimated $11.4K.
Midwest Capital Advisors first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and held it in 4 quarters.
Midwest Capital Advisors's Invesco S&P 500 GARP ETF position peaked at $11.4K in Q3 2025.
322 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2025.

Based on Midwest Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.