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Cedar Brook Financial Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-3,918
Closed -$417K – 349
2024
Q1 		$417K Buy
3,918
+353
+10% +$35.1K 0.08% 235
2023
Q4 		$342K Buy
+3,565
New +$330K 0.08% 265

Other funds holding SPGP

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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cedar Brook Financial Partners's SPGP Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2024, closing a stake of 3,918 shares — an estimated $417K sold.

Cedar Brook Financial Partners first reported a position in SPGP in Q4 2023 and held it in 2 quarters. The position peaked at $417K in Q1 2024. 340 funds tracked by Wall St. Rank hold SPGP as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 3,918 Invesco S&P 500 GARP ETF shares in Q2 2024, an estimated $417K.
  • Cedar Brook Financial Partners first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and held it in 2 quarters.
  • Cedar Brook Financial Partners's Invesco S&P 500 GARP ETF position peaked at $417K in Q1 2024.
  • 340 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.