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B. Riley Wealth Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-3,008
Closed -$98 – 1779
2014
Q4 		$98 Buy
+3,008
New +$96.4K ﹤0.01% 1758

Other funds holding SPGP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

B. Riley Wealth Advisors's SPGP Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2015, closing a stake of 3,008 shares — an estimated $98 sold.

B. Riley Wealth Advisors first reported a position in SPGP in Q4 2014 and held it in 1 quarter. The position peaked at $98 in Q4 2014. 22 funds tracked by Wall St. Rank hold SPGP as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,008 Invesco S&P 500 GARP ETF shares in Q1 2015, an estimated $98.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P 500 GARP ETF in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Invesco S&P 500 GARP ETF position peaked at $98 in Q4 2014.
  • 22 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.