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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 $1.23B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ahrens Investment Partners's SPGP Position: Q2 2022 in Review

Ahrens Investment Partners sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2022, closing a stake of 200 shares — an estimated $18K sold.

Ahrens Investment Partners first reported a position in SPGP in Q3 2021 and held it in 3 quarters. The position peaked at $228K in Q3 2021. 115 funds tracked by Wall St. Rank hold SPGP as of Q2 2022.

  • Ahrens Investment Partners reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 200 Invesco S&P 500 GARP ETF shares in Q2 2022, an estimated $18K.
  • Ahrens Investment Partners first reported a position in Invesco S&P 500 GARP ETF in Q3 2021 and held it in 3 quarters.
  • Ahrens Investment Partners's Invesco S&P 500 GARP ETF position peaked at $228K in Q3 2021.
  • 115 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2022.

Based on Ahrens Investment Partners's 13F filing for Q2 2022, filed 2 Aug 2022.