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Braun-Bostich & Associates’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Braun-Bostich & Associates’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
Q1 		– Sell
-224,130
Closed -$20.8M – 134
2021
Q4 		$20.8M Buy
+224,130
New +$20.8M 4.95% 10

Other funds holding SPGP

SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Braun-Bostich & Associates's SPGP Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2022, closing a stake of 224,130 shares — an estimated $20.8M sold.

Braun-Bostich & Associates first reported a position in SPGP in Q4 2021 and held it in 1 quarter. The position peaked at $20.8M in Q4 2021. 98 funds tracked by Wall St. Rank hold SPGP as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 224,130 Invesco S&P 500 GARP ETF shares in Q1 2022, an estimated $20.8M.
  • Braun-Bostich & Associates first reported a position in Invesco S&P 500 GARP ETF in Q4 2021 and held it in 1 quarter.
  • Braun-Bostich & Associates's Invesco S&P 500 GARP ETF position peaked at $20.8M in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.