IHT Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

IHT Wealth 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 Q3	–	Sell	-8,294	Closed	-$852K	–	1182
2024 Q2	$852K	Sell	8,294 -913	-10%	-$94.1K	0.03%	474
2024 Q1	$980K	Buy	9,207 +523	+6%	+$52K	0.04%	431
2023 Q4	$851K	Buy	8,684 +1,974	+29%	+$182K	0.04%	429
2023 Q3	$612K	Buy	+6,710	New	+$625K	0.03%	487
2020 Q2	–	Sell	-12,072	Closed	-$538K	–	635
2020 Q1	$538K	Sell	12,072 -5,041	-29%	-$289K	0.08%	271
2019 Q4	$1.08M	Buy	17,113 +2,425	+17%	+$145K	0.13%	181
2019 Q3	$829K	Sell	14,688 -819	-5%	-$45.8K	0.11%	217
2019 Q2	$871K	Sell	15,507 -7,746	-33%	-$420K	0.13%	184
2019 Q1	$1.24M	Sell	23,253 -3,701	-14%	-$188K	0.21%	122
2018 Q4	$1.23M	Sell	26,954 -5,166	-16%	-$252K	0.24%	109
2018 Q3	$1.75M	Buy	+32,120	New	+$1.7M	0.38%	60

Other funds holding SPGP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SVCP

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IHT Wealth Management's SPGP Position: Q3 2024 in Review

IHT Wealth Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2024, closing a stake of 8,294 shares — an estimated $852K sold.

IHT Wealth Management first reported a position in SPGP in Q3 2018 and held it in 11 quarters. The position peaked at $1.75M in Q3 2018. 324 funds tracked by Wall St. Rank hold SPGP as of Q3 2024.

IHT Wealth Management reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2024 after selling out during the quarter.
IHT Wealth Management sold 8,294 Invesco S&P 500 GARP ETF shares in Q3 2024, an estimated $852K.
IHT Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q3 2018 and held it in 11 quarters.
IHT Wealth Management's Invesco S&P 500 GARP ETF position peaked at $1.75M in Q3 2018.
324 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2024.

Based on IHT Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.