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Dogwood Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Dogwood 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
2024
Q2 		– Sell
-115
Closed -$12.2K – 650
2024
Q1 		$12.2K Hold
115
– – 0.01% 178
2023
Q4 		$11.3K Buy
+115
New +$10.6K 0.01% 163

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Dogwood Wealth Management's SPGP Position: Q2 2024 in Review

Dogwood Wealth Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2024, closing a stake of 115 shares — an estimated $12.2K sold.

Dogwood Wealth Management first reported a position in SPGP in Q4 2023 and held it in 2 quarters. The position peaked at $12.2K in Q1 2024. 340 funds tracked by Wall St. Rank hold SPGP as of Q2 2024.

  • Dogwood Wealth Management reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 115 Invesco S&P 500 GARP ETF shares in Q2 2024, an estimated $12.2K.
  • Dogwood Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and held it in 2 quarters.
  • Dogwood Wealth Management's Invesco S&P 500 GARP ETF position peaked at $12.2K in Q1 2024.
  • 340 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2024.

Based on Dogwood Wealth Management's 13F filing for Q2 2024, filed 4 Mar 2025.