PAS
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PKS Advisory Services’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

PKS Advisory Services’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
-2,717
Closed -$293K – 271
2025
Q2 		$293K Sell
2,717
-38
-1% -$3.79K 0.07% 203
2025
Q1 		$275K Sell
2,755
-2,958
-52% -$312K 0.08% 196
2024
Q4 		$599K Buy
+5,713
New +$616K 0.15% 118

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PKS Advisory Services's SPGP Position: Q3 2025 in Review

PKS Advisory Services sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2025, closing a stake of 2,717 shares — an estimated $293K sold.

PKS Advisory Services first reported a position in SPGP in Q4 2024 and held it in 3 quarters. The position peaked at $599K in Q4 2024. 306 funds tracked by Wall St. Rank hold SPGP as of Q3 2025.

  • PKS Advisory Services reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2025 after selling out during the quarter.
  • PKS Advisory Services sold 2,717 Invesco S&P 500 GARP ETF shares in Q3 2025, an estimated $293K.
  • PKS Advisory Services first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and held it in 3 quarters.
  • PKS Advisory Services's Invesco S&P 500 GARP ETF position peaked at $599K in Q4 2024.
  • 306 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2025.

Based on PKS Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.