Insight Wealth Strategies’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Insight Wealth Strategies’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
2021 Q4	–	Sell	-2,386	Closed	-$208K	–	190
2021 Q3	$208K	Buy	2,386 +3	+0.1%	+$271	0.03%	185
2021 Q2	$209K	Buy	+2,383	New	+$204K	0.03%	179
2020 Q2	–	Sell	-5,930	Closed	-$264K	–	181
2020 Q1	$264K	Sell	5,930 -25,690	-81%	-$1.47M	0.07%	125
2019 Q4	$2M	Sell	31,620 -3,264	-9%	-$196K	0.42%	46
2019 Q3	$1.97M	Sell	34,884 -44,097	-56%	-$2.47M	0.46%	39
2019 Q2	$4.43M	Sell	78,981 -7,758	-9%	-$421K	1.08%	19
2019 Q1	$4.63M	Buy	86,739 +49,196	+131%	+$2.5M	1.29%	18
2018 Q4	$1.72M	Buy	+37,543	New	+$1.83M	0.53%	29

Other funds holding SPGP

SVCP

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

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

RJFSA

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

BBA

Braun-Bostich & Associates Canonsburg, Pennsylvania $179M AUM 21.93% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Insight Wealth Strategies's SPGP Position: Q4 2021 in Review

Insight Wealth Strategies sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2021, closing a stake of 2,386 shares — an estimated $208K sold.

Insight Wealth Strategies first reported a position in SPGP in Q4 2018 and held it in 8 quarters. The position peaked at $4.63M in Q1 2019. 95 funds tracked by Wall St. Rank hold SPGP as of Q4 2021.

Insight Wealth Strategies reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2021 after selling out during the quarter.
Insight Wealth Strategies sold 2,386 Invesco S&P 500 GARP ETF shares in Q4 2021, an estimated $208K.
Insight Wealth Strategies first reported a position in Invesco S&P 500 GARP ETF in Q4 2018 and held it in 8 quarters.
Insight Wealth Strategies's Invesco S&P 500 GARP ETF position peaked at $4.63M in Q1 2019.
95 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.