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Impact Partnership Wealth’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-257
Closed -$23.4K – 1067
2023
Q3 		$23.4K Buy
257
+216
+527% +$20.1K 0.01% 474
2023
Q2 		$3.72K Buy
+41
New +$3.53K ﹤0.01% 543

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
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Impact Partnership Wealth's SPGP Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2023, closing a stake of 257 shares — an estimated $23.4K sold.

Impact Partnership Wealth first reported a position in SPGP in Q2 2023 and held it in 2 quarters. The position peaked at $23.4K in Q3 2023. 287 funds tracked by Wall St. Rank hold SPGP as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 257 Invesco S&P 500 GARP ETF shares in Q4 2023, an estimated $23.4K.
  • Impact Partnership Wealth first reported a position in Invesco S&P 500 GARP ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Invesco S&P 500 GARP ETF position peaked at $23.4K in Q3 2023.
  • 287 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.