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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advisors Preferred's SPGP Position: Q2 2024 in Review

Advisors Preferred sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2024, closing a stake of 699 shares — an estimated $74.6K sold.

Advisors Preferred first reported a position in SPGP in Q4 2021 and held it in 7 quarters. The position peaked at $133K in Q3 2023. 340 funds tracked by Wall St. Rank hold SPGP as of Q2 2024.

Advisors Preferred reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2024 after selling out during the quarter.
Advisors Preferred sold 699 Invesco S&P 500 GARP ETF shares in Q2 2024, an estimated $74.6K.
Advisors Preferred first reported a position in Invesco S&P 500 GARP ETF in Q4 2021 and held it in 7 quarters.
Advisors Preferred's Invesco S&P 500 GARP ETF position peaked at $133K in Q3 2023.
340 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2024.

Based on Advisors Preferred's 13F filing for Q2 2024, filed 30 Jul 2024.