IWM
SPGP icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return