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Highlander Capital Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Highlander Capital 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
2024
Q1 		$63.9K Hold
600
– – 0.02% 354
2023
Q4 		$58.8K Hold
600
– – 0.02% 365
2023
Q3 		$55K Buy
+600
New +$55.9K 0.02% 363

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Highlander Capital Management's SPGP Position: Q1 2024 in Review

Highlander Capital Management held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q1 2024 at 600 shares worth $63.9K. The position accounts for 0.02% of the portfolio, ranked #354.

Highlander Capital Management first reported a position in SPGP in Q3 2023 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold SPGP as of Q1 2024.

  • Highlander Capital Management held 600 shares of Invesco S&P 500 GARP ETF worth $63.9K as of Q1 2024.
  • Highlander Capital Management left its Invesco S&P 500 GARP ETF share count unchanged in Q1 2024.
  • Invesco S&P 500 GARP ETF made up 0.02% of Highlander Capital Management's portfolio in Q1 2024, its #354 holding.
  • Highlander Capital Management first reported a position in Invesco S&P 500 GARP ETF in Q3 2023 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.