Oxinas Partners Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Oxinas Partners Wealth 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 Q3	–	Sell	-9,723	Closed	-$1.05M	–	131
2025 Q2	$1.05M	Sell	9,723 -332	-3%	-$33.1K	0.54%	46
2025 Q1	$1M	Buy	10,055 +55	+0.6%	+$5.79K	0.59%	47
2024 Q4	$1.05M	Sell	10,000 -1,069	-10%	-$115K	0.61%	41
2024 Q3	$1.16M	Sell	11,069 -197	-2%	-$20.1K	0.71%	42
2024 Q2	$1.16M	Sell	11,266 -5,374	-32%	-$554K	0.77%	41
2024 Q1	$1.77M	Buy	16,640 +326	+2%	+$32.4K	1.15%	28
2023 Q4	$1.6M	Sell	16,314 -184	-1%	-$17K	1.13%	27
2023 Q3	$1.51M	Sell	16,498 -472	-3%	-$44K	1.12%	28
2023 Q2	$1.54M	Buy	+16,970	New	+$1.46M	1.01%	29

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Oxinas Partners Wealth Management's SPGP Position: Q3 2025 in Review

Oxinas Partners Wealth Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2025, closing a stake of 9,723 shares — an estimated $1.05M sold.

Oxinas Partners Wealth Management first reported a position in SPGP in Q2 2023 and held it in 9 quarters. The position peaked at $1.77M in Q1 2024. 306 funds tracked by Wall St. Rank hold SPGP as of Q3 2025.

Oxinas Partners Wealth Management reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2025 after selling out during the quarter.
Oxinas Partners Wealth Management sold 9,723 Invesco S&P 500 GARP ETF shares in Q3 2025, an estimated $1.05M.
Oxinas Partners Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q2 2023 and held it in 9 quarters.
Oxinas Partners Wealth Management's Invesco S&P 500 GARP ETF position peaked at $1.77M in Q1 2024.
306 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2025.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.