Householder Group Estate & Retirement Specialist’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$68K	Sell	649 -486	-43%	-$52.4K	0.05%	192
2024 Q3	$118K	Hold	1,135	–	–	0.03%	337
2024 Q2	$116K	Buy	1,135 +213	+23%	+$21.9K	0.03%	325
2024 Q1	$98.2K	Hold	922	–	–	0.03%	347
2023 Q4	$90K	Hold	922	–	–	0.03%	348
2023 Q3	$84.1K	Buy	+922	New	+$85.9K	0.03%	355
2023 Q1	$78K	Buy	+912	New	+$78.9K	0.03%	352
2022 Q4	–	Sell	-392	Closed	-$29K	–	1013
2022 Q3	$29K	Buy	+392	New	+$32.6K	0.01%	501

Other funds holding SPGP

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVCP

Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPGP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 43% in Q4 2024, selling an estimated $52.4K and leaving 649 shares worth $68K. The position accounts for 0.05% of the portfolio, ranked #192.

Householder Group Estate & Retirement Specialist first reported a position in SPGP in Q3 2022 and has held it in 8 quarters since. The position peaked at $118K in Q3 2024. 338 funds tracked by Wall St. Rank hold SPGP as of Q4 2024.

Householder Group Estate & Retirement Specialist held 649 shares of Invesco S&P 500 GARP ETF worth $68K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 486 Invesco S&P 500 GARP ETF shares in Q4 2024, an estimated $52.4K.
Invesco S&P 500 GARP ETF made up 0.05% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #192 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P 500 GARP ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Invesco S&P 500 GARP ETF position peaked at $118K in Q3 2024.
338 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.