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Foundations Investment Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Foundations Investment Advisors’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
Q4 		– Sell
-18,158
Closed -$1.9M – 883
2024
Q3 		$1.9M Buy
+18,158
New +$1.86M 0.04% 278
2024
Q2 		– Sell
-6,556
Closed -$698K – 797
2024
Q1 		$698K Buy
+6,556
New +$652K 0.02% 395

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

Foundations Investment Advisors's SPGP Position: Q4 2024 in Review

Foundations Investment Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2024, closing a stake of 18,158 shares — an estimated $1.9M sold.

Foundations Investment Advisors first reported a position in SPGP in Q1 2024 and held it in 2 quarters. The position peaked at $1.9M in Q3 2024. 338 funds tracked by Wall St. Rank hold SPGP as of Q4 2024.

  • Foundations Investment Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 18,158 Invesco S&P 500 GARP ETF shares in Q4 2024, an estimated $1.9M.
  • Foundations Investment Advisors first reported a position in Invesco S&P 500 GARP ETF in Q1 2024 and held it in 2 quarters.
  • Foundations Investment Advisors's Invesco S&P 500 GARP ETF position peaked at $1.9M in Q3 2024.
  • 338 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.