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Guardian Wealth Advisors (North Carolina)’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q2 		– Sell
-46
Closed -$4.9K – 464
2024
Q1 		$4.9K Buy
+46
New +$4.57K ﹤0.01% 405

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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SPGP Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2024, closing a stake of 46 shares — an estimated $4.9K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SPGP in Q1 2024 and held it in 1 quarter. The position peaked at $4.9K in Q1 2024. 340 funds tracked by Wall St. Rank hold SPGP as of Q2 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 46 Invesco S&P 500 GARP ETF shares in Q2 2024, an estimated $4.9K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco S&P 500 GARP ETF in Q1 2024 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Invesco S&P 500 GARP ETF position peaked at $4.9K in Q1 2024.
  • 340 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.