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

SteelPeak Wealth’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 Q1	–	Sell	-8,526	Closed	-$894K	–	675
2024 Q4	$894K	Sell	8,526 -57,333	-87%	-$6.18M	0.04%	263
2024 Q3	$6.89M	Buy	65,859 +879	+1%	+$89.8K	0.3%	71
2024 Q2	$6.68M	Sell	64,980 -2,168	-3%	-$223K	0.31%	73
2024 Q1	$7.15M	Buy	67,148 +23,820	+55%	+$2.37M	0.36%	62
2023 Q4	$4.25M	Buy	43,328 +15,065	+53%	+$1.39M	0.25%	88
2023 Q3	$2.58M	Buy	28,263 +124	+0.4%	+$11.6K	0.16%	116
2023 Q2	$2.55M	Buy	+28,139	New	+$2.42M	0.15%	103

Other funds holding SPGP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SteelPeak Wealth's SPGP Position: Q1 2025 in Review

SteelPeak Wealth sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2025, closing a stake of 8,526 shares — an estimated $894K sold.

SteelPeak Wealth first reported a position in SPGP in Q2 2023 and held it in 7 quarters. The position peaked at $7.15M in Q1 2024. 317 funds tracked by Wall St. Rank hold SPGP as of Q1 2025.

SteelPeak Wealth reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2025 after selling out during the quarter.
SteelPeak Wealth sold 8,526 Invesco S&P 500 GARP ETF shares in Q1 2025, an estimated $894K.
SteelPeak Wealth first reported a position in Invesco S&P 500 GARP ETF in Q2 2023 and held it in 7 quarters.
SteelPeak Wealth's Invesco S&P 500 GARP ETF position peaked at $7.15M in Q1 2024.
317 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.