AIP
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Ahrens Investment Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Ahrens Investment Partners’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
2022
Q2 		– Sell
-200
Closed -$18K – 1060
2022
Q1 		$18K Sell
200
-675
-77% -$61.1K 0.01% 604
2021
Q4 		$85K Sell
875
-1,750
-67% -$162K 0.04% 316
2021
Q3 		$228K Buy
+2,625
New +$237K 0.11% 185

Other funds holding SPGP

SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
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
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
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return