Key Client Fiduciary Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Key Client Fiduciary Advisors’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 Q2	–	Sell	-3,800	Closed	-$324K	–	182
2023 Q1	$324K	Buy	+3,800	New	+$329K	0.2%	112

Other funds holding SPGP

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

SVCP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Key Client Fiduciary Advisors's SPGP Position: Q2 2023 in Review

Key Client Fiduciary Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2023, closing a stake of 3,800 shares — an estimated $324K sold.

Key Client Fiduciary Advisors first reported a position in SPGP in Q1 2023 and held it in 1 quarter. The position peaked at $324K in Q1 2023. 219 funds tracked by Wall St. Rank hold SPGP as of Q2 2023.

Key Client Fiduciary Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2023 after selling out during the quarter.
Key Client Fiduciary Advisors sold 3,800 Invesco S&P 500 GARP ETF shares in Q2 2023, an estimated $324K.
Key Client Fiduciary Advisors first reported a position in Invesco S&P 500 GARP ETF in Q1 2023 and held it in 1 quarter.
Key Client Fiduciary Advisors's Invesco S&P 500 GARP ETF position peaked at $324K in Q1 2023.
219 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2023.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.