SPIA
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Steward Partners Investment Advisory’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Steward Partners Investment Advisory’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
2026
Q1 		$1.05M Buy
9,744
+429
+5% +$48.8K 0.01% 1145
2025
Q4 		$1.06M Buy
9,315
+900
+11% +$102K 0.01% 1042
2025
Q3 		$956K Buy
8,415
+164
+2% +$18.2K 0.01% 1068
2025
Q2 		$889K Sell
8,251
-308
-4% -$30.7K 0.01% 1041
2025
Q1 		$855K Buy
8,559
+836
+11% +$88.1K 0.01% 981
2024
Q4 		$810K Buy
7,723
+1,446
+23% +$156K 0.01% 950
2024
Q3 		$657K Sell
6,277
-54,898
-90% -$5.61M 0.01% 1004
2024
Q2 		$6.29M Sell
61,175
-20,122
-25% -$2.07M 0.07% 286
2024
Q1 		$8.66M Sell
81,297
-29,429
-27% -$2.93M 0.1% 227
2023
Q4 		$10.9M Sell
110,726
-34,579
-24% -$3.2M 0.15% 150
2023
Q3 		$13.3M Buy
145,305
+86,936
+149% +$8.1M 0.2% 109
2023
Q2 		$5.3M Buy
+58,369
New +$5.03M 0.08% 251
2023
Q1 		– Sell
-8
Closed -$661 – 3414
2022
Q4 		$661 Buy
+8
New +$659 ﹤0.01% 3169

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 $376B 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
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $124M AUM 12.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return