Atria Investments, Inc SPGP — INVESCO EXCHANGE TRADED FD T

Ownership history in Atria Investments, Inc  ·  9 quarters on record

AI Ownership Summary

Atria Investments, Inc reported INVESCO EXCHANGE TRADED FD T (SPGP) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows SPGP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPGP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SPGP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPGP stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held SPGP — position size vs. price
% of Fund (quarterly)    SPGP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 79.4% +1.5% ❌ 2,750 -10,588 -79.4% 0.00% $312K 2025-11-06 $109.47
2025 Q2 REDUCED 34.6% +5.7% ❌ 13,338 -7,051 -34.6% 0.02% $1.4M 2025-08-04 $108.59
2025 Q1 REDUCED — — — 20,389 -642 -3.1% 0.03% $2.0M 2025-05-06 $96.32
2024 Q4 REDUCED — — — 21,031 -502 -2.3% 0.03% $2.2M 2025-02-06 $106.91
2024 Q3 ADDED — — — 21,533 +1,082 +5.3% 0.03% $2.3M 2024-11-01 $103.10
2024 Q2 ADDED — — — 20,451 +1,171 +6.1% 0.03% $2.1M 2024-08-13 $97.81
2024 Q1 ADDED — — — 19,280 +1,172 +6.5% 0.03% $2.1M 2024-05-21 $101.81
2023 Q4 REDUCED 74.6% +9.2% ❌ 18,108 -53,105 -74.6% 0.03% $1.8M 2024-02-14 $95.40
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPGP

As of 2026 Q1 — sorted by position size

Campbell Deegan Wealth Management, LLC 16.67% Grange Capital, LLC 10.67% Longview Financial Advisors, Inc. 7.21% Darrow Company, Inc. 3Y 5.51% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 4.13% Cedar Wealth Management, LLC 3Y 7Y 3.85% WESCAP Management Group, Inc. 3Y 7Y 2.55% Alhambra Investment Management LLC 3Y 2.43% Finward Bancorp 2.41% Johnson & White Wealth Management, LLC 3Y 2.23%

FAQ About Atria Investments, Inc and SPGP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning SPGP?

Atria Investments, Inc reported SPGP across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SPGP position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for SPGP was 0.03% in 2024 Q1.

What is the latest reported SPGP position on this page?

The most recent filing on this page is 2025 Q3, when Atria Investments, Inc reported 2,750 shares, equal to 0.00% of portfolio, with an estimated market value of $312K.

What does the chart on this SPGP ownership page compare?

The chart compares Atria Investments, Inc's quarterly SPGP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their SPGP position?

Based on 13F filing dates vs. subsequent SPGP price moves, Atria Investments, Inc correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on SPGP relative to SPY over the holding period was -10.6%.

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