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

B. Riley Wealth Management’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
2020
Q1 		– Sell
-4,703
Closed -$297K – 562
2019
Q4 		$297K Buy
+4,703
New +$282K 0.04% 292

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WEPOG
Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

B. Riley Wealth Management's SPGP Position: Q1 2020 in Review

B. Riley Wealth Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2020, closing a stake of 4,703 shares — an estimated $297K sold.

B. Riley Wealth Management first reported a position in SPGP in Q4 2019 and held it in 1 quarter. The position peaked at $297K in Q4 2019. 57 funds tracked by Wall St. Rank hold SPGP as of Q1 2020.

  • B. Riley Wealth Management reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 4,703 Invesco S&P 500 GARP ETF shares in Q1 2020, an estimated $297K.
  • B. Riley Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2019 and held it in 1 quarter.
  • B. Riley Wealth Management's Invesco S&P 500 GARP ETF position peaked at $297K in Q4 2019.
  • 57 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2020.

Based on B. Riley Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.