Kistler-Tiffany Companies’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Kistler-Tiffany Companies’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	$3.34M	Sell	36,832 -162	-0.4%	-$14K	0.54%	32
2023 Q1	$3.16M	Buy	36,994 +12,349	+50%	+$1.07M	0.6%	29
2022 Q4	$2.04M	Buy	24,645 +15,947	+183%	+$1.31M	0.42%	48
2022 Q3	$651K	Buy	8,698 +7,903	+994%	+$657K	0.15%	108
2022 Q2	$63K	Buy	+795	New	+$67.8K	0.01%	353

Other funds holding SPGP

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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 $424B AUM 22.96% 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

Kistler-Tiffany Companies's SPGP Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 0.44% in Q2 2023, selling an estimated $14K and leaving 36,832 shares worth $3.34M. The position accounts for 0.54% of the portfolio, ranked #32.

Kistler-Tiffany Companies first reported a position in SPGP in Q2 2022 and has held it in 5 quarters since. 219 funds tracked by Wall St. Rank hold SPGP as of Q2 2023.

Kistler-Tiffany Companies held 36,832 shares of Invesco S&P 500 GARP ETF worth $3.34M as of Q2 2023.
Kistler-Tiffany Companies sold 162 Invesco S&P 500 GARP ETF shares in Q2 2023, an estimated $14K.
Invesco S&P 500 GARP ETF made up 0.54% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #32 holding.
Kistler-Tiffany Companies first reported a position in Invesco S&P 500 GARP ETF in Q2 2022 and has held it in 5 quarters since.
219 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.