Ameritas Investment Company’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Ameritas Investment Company’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
2021 Q2	–	Sell	-440	Closed	-$35.8K	–	1883
2021 Q1	$35.8K	Buy	+440	New	+$34.2K	﹤0.01%	1068
2020 Q2	–	Sell	-440	Closed	-$20K	–	1414
2020 Q1	$20K	Buy	+440	New	+$25.2K	﹤0.01%	1004
2019 Q4	–	Sell	-440	Closed	-$25K	–	1419
2019 Q3	$25K	Buy	+440	New	+$24.6K	0.01%	859
2019 Q1	–	Sell	-864	Closed	-$40K	–	1679
2018 Q4	$40K	Buy	+864	New	+$42.2K	0.01%	641

Other funds holding SPGP

SVCP

Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameritas Investment Company's SPGP Position: Q2 2021 in Review

Ameritas Investment Company sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2021, closing a stake of 440 shares — an estimated $35.8K sold.

Ameritas Investment Company first reported a position in SPGP in Q4 2018 and held it in 4 quarters. The position peaked at $40K in Q4 2018. 65 funds tracked by Wall St. Rank hold SPGP as of Q2 2021.

Ameritas Investment Company reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 440 Invesco S&P 500 GARP ETF shares in Q2 2021, an estimated $35.8K.
Ameritas Investment Company first reported a position in Invesco S&P 500 GARP ETF in Q4 2018 and held it in 4 quarters.
Ameritas Investment Company's Invesco S&P 500 GARP ETF position peaked at $40K in Q4 2018.
65 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.