First Capital Advisors Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

First Capital Advisors Group’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
2023 Q2	$3.85M	Buy	42,432 +1,581	+4%	+$136K	2.01%	11
2023 Q1	$3.48M	Sell	40,851 -1,192	-3%	-$103K	2.24%	12
2022 Q4	$3.47M	Buy	42,043 +11,817	+39%	+$974K	2.35%	8
2022 Q3	$2.26M	Buy	30,226 +117	+0.4%	+$9.73K	1.89%	12
2022 Q2	$2.4M	Buy	+30,109	New	+$2.57M	1.64%	15

Other funds holding SPGP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVCP

Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

First Capital Advisors Group's SPGP Position: Q2 2023 in Review

First Capital Advisors Group increased its Invesco S&P 500 GARP ETF (SPGP) stake by 3.9% in Q2 2023, buying an estimated $136K and bringing the position to 42,432 shares worth $3.85M. The position accounts for 2.01% of the portfolio, ranked #11.

First Capital Advisors Group first reported a position in SPGP in Q2 2022 and has held it in 5 quarters since. 219 funds tracked by Wall St. Rank hold SPGP as of Q2 2023.

First Capital Advisors Group held 42,432 shares of Invesco S&P 500 GARP ETF worth $3.85M as of Q2 2023.
First Capital Advisors Group bought 1,581 Invesco S&P 500 GARP ETF shares in Q2 2023, an estimated $136K.
Invesco S&P 500 GARP ETF made up 2.01% of First Capital Advisors Group's portfolio in Q2 2023, its #11 holding.
First Capital Advisors Group first reported a position in Invesco S&P 500 GARP ETF in Q2 2022 and has held it in 5 quarters since.
219 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.