AP
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Advisors Preferred’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Advisors Preferred’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
Q2 		– Sell
-699
Closed -$74.6K – 227
2024
Q1 		$74.6K Buy
699
+60
+9% +$5.96K 0.01% 148
2023
Q4 		$62.6K Sell
639
-832
-57% -$76.9K 0.01% 164
2023
Q3 		$133K Buy
1,471
+1,033
+236% +$96.3K 0.04% 125
2023
Q2 		$39.9K Buy
438
+98
+29% +$8.44K 0.01% 126
2023
Q1 		$29.1K Buy
+340
New +$29.4K 0.01% 136
2022
Q2 		– Sell
-1,257
Closed -$115K – 186
2022
Q1 		$115K Sell
1,257
-104
-8% -$9.42K 0.01% 123
2021
Q4 		$132K Buy
+1,361
New +$126K 0.01% 143

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return