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Keystone Financial Group (Kentucky)’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Keystone Financial Group (Kentucky)’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
Q2 		– Sell
-4,772
Closed -$508K – 285
2024
Q1 		$508K Buy
+4,772
New +$474K 0.07% 176

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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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SPGP Position: Q2 2024 in Review

Keystone Financial Group (Kentucky) sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2024, closing a stake of 4,772 shares — an estimated $508K sold.

Keystone Financial Group (Kentucky) first reported a position in SPGP in Q1 2024 and held it in 1 quarter. The position peaked at $508K in Q1 2024. 340 funds tracked by Wall St. Rank hold SPGP as of Q2 2024.

  • Keystone Financial Group (Kentucky) reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2024 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 4,772 Invesco S&P 500 GARP ETF shares in Q2 2024, an estimated $508K.
  • Keystone Financial Group (Kentucky) first reported a position in Invesco S&P 500 GARP ETF in Q1 2024 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s Invesco S&P 500 GARP ETF position peaked at $508K in Q1 2024.
  • 340 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2024.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2024, filed 31 Jul 2024.