GTAM
SPGP icon

Global Trust Asset Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Global Trust Asset Management’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
2022
Q1 		– Sell
-4,563
Closed -$443K – 468
2021
Q4 		$443K Buy
+4,563
New +$423K 0.17% 121
2020
Q1 		– Sell
-800
Closed -$50K – 415
2019
Q4 		$50K Buy
+800
New +$48K 0.03% 227

Other funds holding SPGP

SVCP
Silicon Valley Capital Partners San Jose, California $1.23B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Trust Asset Management's SPGP Position: Q1 2022 in Review

Global Trust Asset Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2022, closing a stake of 4,563 shares — an estimated $443K sold.

Global Trust Asset Management first reported a position in SPGP in Q4 2019 and held it in 2 quarters. The position peaked at $443K in Q4 2021. 98 funds tracked by Wall St. Rank hold SPGP as of Q1 2022.

  • Global Trust Asset Management reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2022 after selling out during the quarter.
  • Global Trust Asset Management sold 4,563 Invesco S&P 500 GARP ETF shares in Q1 2022, an estimated $443K.
  • Global Trust Asset Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2019 and held it in 2 quarters.
  • Global Trust Asset Management's Invesco S&P 500 GARP ETF position peaked at $443K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2022.

Based on Global Trust Asset Management's 13F filing for Q1 2022, filed 12 Apr 2022.