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Castle Financial & Retirement Planning Associates’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Castle Financial & Retirement Planning 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
2021
Q4 		$1.26M Buy
+13,824
New +$1.28M 4.26% 9

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
BBA
Braun-Bostich & Associates Canonsburg, Pennsylvania $179M AUM 21.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's SPGP Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Invesco S&P 500 GARP ETF (SPGP) in Q4 2021: 13,824 shares worth $1.26M. The stake represents 4.26% of the portfolio and ranks #9 among its holdings.

95 funds tracked by Wall St. Rank hold SPGP as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 13,824 shares of Invesco S&P 500 GARP ETF worth $1.26M as of Q4 2021.
  • Invesco S&P 500 GARP ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Invesco S&P 500 GARP ETF made up 4.26% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #9 holding.
  • 95 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.