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Aviance Capital Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Aviance Capital 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
Q3 		– Sell
-3,358
Closed -$267K – 278
2022
Q2 		$267K Buy
+3,358
New +$286K 0.06% 228

Other funds holding SPGP

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SVCP
Silicon Valley Capital Partners San Jose, California $1.23B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Aviance Capital Partners's SPGP Position: Q3 2022 in Review

Aviance Capital Partners sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2022, closing a stake of 3,358 shares — an estimated $267K sold.

Aviance Capital Partners first reported a position in SPGP in Q2 2022 and held it in 1 quarter. The position peaked at $267K in Q2 2022. 141 funds tracked by Wall St. Rank hold SPGP as of Q3 2022.

  • Aviance Capital Partners reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2022 after selling out during the quarter.
  • Aviance Capital Partners sold 3,358 Invesco S&P 500 GARP ETF shares in Q3 2022, an estimated $267K.
  • Aviance Capital Partners first reported a position in Invesco S&P 500 GARP ETF in Q2 2022 and held it in 1 quarter.
  • Aviance Capital Partners's Invesco S&P 500 GARP ETF position peaked at $267K in Q2 2022.
  • 141 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2022.

Based on Aviance Capital Partners's 13F filing for Q3 2022, filed 9 Nov 2022.