Global Financial Private Capital’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Global Financial Private Capital’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
2018 Q4	–	Sell	-5,163	Closed	-$282K	–	492
2018 Q3	$282K	Buy	+5,163	New	+$273K	0.01%	452

Other funds holding SPGP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Global Financial Private Capital's SPGP Position: Q4 2018 in Review

Global Financial Private Capital sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2018, closing a stake of 5,163 shares — an estimated $282K sold.

Global Financial Private Capital first reported a position in SPGP in Q3 2018 and held it in 1 quarter. The position peaked at $282K in Q3 2018. 41 funds tracked by Wall St. Rank hold SPGP as of Q4 2018.

Global Financial Private Capital reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 5,163 Invesco S&P 500 GARP ETF shares in Q4 2018, an estimated $282K.
Global Financial Private Capital first reported a position in Invesco S&P 500 GARP ETF in Q3 2018 and held it in 1 quarter.
Global Financial Private Capital's Invesco S&P 500 GARP ETF position peaked at $282K in Q3 2018.
41 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.