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HM Payson & Co’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

HM Payson & Co’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
Q3 		– Sell
-150
Closed -$12K – 1074
2022
Q2 		$12K Buy
+150
New +$12.8K ﹤0.01% 792

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

HM Payson & Co's SPGP Position: Q3 2022 in Review

HM Payson & Co sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2022, closing a stake of 150 shares — an estimated $12K sold.

HM Payson & Co first reported a position in SPGP in Q2 2022 and held it in 1 quarter. The position peaked at $12K in Q2 2022. 141 funds tracked by Wall St. Rank hold SPGP as of Q3 2022.

  • HM Payson & Co reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2022 after selling out during the quarter.
  • HM Payson & Co sold 150 Invesco S&P 500 GARP ETF shares in Q3 2022, an estimated $12K.
  • HM Payson & Co first reported a position in Invesco S&P 500 GARP ETF in Q2 2022 and held it in 1 quarter.
  • HM Payson & Co's Invesco S&P 500 GARP ETF position peaked at $12K in Q2 2022.
  • 141 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2022.

Based on HM Payson & Co's 13F filing for Q3 2022, filed 25 Oct 2022.