GWS
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Glassman Wealth Services’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Glassman Wealth Services’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
-450
Closed -$47.1K – 196
2024
Q3 		$47.1K Hold
450
– – 0.01% 106
2024
Q2 		$46.3K Sell
450
-10
-2% -$1.03K 0.01% 116
2024
Q1 		$49K Buy
460
+450
+4,500% +$44.7K 0.01% 117
2023
Q4 		$980 Hold
10
– – ﹤0.01% 1553
2023
Q3 		$912 Buy
+10
New +$932 ﹤0.01% 1576
2023
Q1 		– Sell
-10
Closed -$826 – 1981
2022
Q4 		$826 Hold
10
– – ﹤0.01% 1481
2022
Q3 		$1K Buy
+10
New +$831 ﹤0.01% 1528

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