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

Almanack 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
-13,246
Closed -$1.21M – 510
2022
Q1 		$1.21M Buy
+13,246
New +$1.2M 0.1% 127
2021
Q1 		– Sell
-18,740
Closed -$1.35M – 465
2020
Q4 		$1.35M Buy
+18,740
New +$1.24M 0.15% 92
2020
Q3 		– Sell
-17,613
Closed -$968K – 389
2020
Q2 		$968K Buy
+17,613
New +$916K 0.17% 68

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

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

Almanack Investment Partners sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2022, closing a stake of 13,246 shares — an estimated $1.21M sold.

Almanack Investment Partners first reported a position in SPGP in Q2 2020 and held it in 3 quarters. The position peaked at $1.35M in Q4 2020. 115 funds tracked by Wall St. Rank hold SPGP as of Q2 2022.

  • Almanack Investment Partners reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 13,246 Invesco S&P 500 GARP ETF shares in Q2 2022, an estimated $1.21M.
  • Almanack Investment Partners first reported a position in Invesco S&P 500 GARP ETF in Q2 2020 and held it in 3 quarters.
  • Almanack Investment Partners's Invesco S&P 500 GARP ETF position peaked at $1.35M in Q4 2020.
  • 115 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2022.

Based on Almanack Investment Partners's 13F filing for Q2 2022, filed 12 Aug 2022.