APS
SPGP icon

American Planning Services’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

American Planning Services’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
Q4 		– Sell
-2
Closed -$202 – 26
2022
Q3 		$202 Sell
2
-3,614
-100% -$300K 0.25% 27
2022
Q2 		$287K Hold
3,616
– – 0.32% 22
2022
Q1 		$330K Buy
+3,616
New +$327K 0.35% 19

Other funds holding SPGP

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Planning Services's SPGP Position: Q4 2022 in Review

American Planning Services sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2022, closing a stake of 2 shares — an estimated $202 sold.

American Planning Services first reported a position in SPGP in Q1 2022 and held it in 3 quarters. The position peaked at $330K in Q1 2022. 159 funds tracked by Wall St. Rank hold SPGP as of Q4 2022.

  • American Planning Services reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2022 after selling out during the quarter.
  • American Planning Services sold 2 Invesco S&P 500 GARP ETF shares in Q4 2022, an estimated $202.
  • American Planning Services first reported a position in Invesco S&P 500 GARP ETF in Q1 2022 and held it in 3 quarters.
  • American Planning Services's Invesco S&P 500 GARP ETF position peaked at $330K in Q1 2022.
  • 159 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2022.

Based on American Planning Services's 13F filing for Q4 2022, filed 14 Feb 2023.