9WM
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9258 Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

9258 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
2024
Q3 		$347K Buy
3,313
+780
+31% +$79.7K 0.05% 252
2024
Q2 		$260K Buy
2,533
+379
+18% +$39K 0.04% 281
2024
Q1 		$229K Buy
+2,154
New +$214K 0.04% 305

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

9258 Wealth Management's SPGP Position: Q3 2024 in Review

9258 Wealth Management increased its Invesco S&P 500 GARP ETF (SPGP) stake by 31% in Q3 2024, buying an estimated $79.7K and bringing the position to 3,313 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #252.

9258 Wealth Management first reported a position in SPGP in Q1 2024 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold SPGP as of Q3 2024.

  • 9258 Wealth Management held 3,313 shares of Invesco S&P 500 GARP ETF worth $347K as of Q3 2024.
  • 9258 Wealth Management bought 780 Invesco S&P 500 GARP ETF shares in Q3 2024, an estimated $79.7K.
  • Invesco S&P 500 GARP ETF made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #252 holding.
  • 9258 Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q1 2024 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.