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EWG Elevate’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

EWG Elevate’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
Q2 		– Sell
-7,679
Closed -$342K – 72
2020
Q1 		$342K Buy
+7,679
New +$440K 0.26% 48

Other funds holding SPGP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WEPOG
Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $389M AUM 25.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

EWG Elevate's SPGP Position: Q2 2020 in Review

EWG Elevate sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2020, closing a stake of 7,679 shares — an estimated $342K sold.

EWG Elevate first reported a position in SPGP in Q1 2020 and held it in 1 quarter. The position peaked at $342K in Q1 2020. 56 funds tracked by Wall St. Rank hold SPGP as of Q2 2020.

  • EWG Elevate reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2020 after selling out during the quarter.
  • EWG Elevate sold 7,679 Invesco S&P 500 GARP ETF shares in Q2 2020, an estimated $342K.
  • EWG Elevate first reported a position in Invesco S&P 500 GARP ETF in Q1 2020 and held it in 1 quarter.
  • EWG Elevate's Invesco S&P 500 GARP ETF position peaked at $342K in Q1 2020.
  • 56 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2020.

Based on EWG Elevate's 13F filing for Q2 2020, filed 7 Jul 2020.