Leelyn Smith’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-359	Closed	-$29.7K	–	376
2022 Q4	$29.7K	Hold	359	–	–	0.01%	216
2022 Q3	$27K	Hold	359	–	–	0.01%	204
2022 Q2	$29K	Buy	+359	New	+$30.6K	0.01%	226

Other funds holding SPGP

Morgan Stanley New York $1.89T AUM 35.08% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

SVCP

Silicon Valley Capital Partners San Jose, California $1.23B AUM 33.63% 1-Year Est. Return

RJFSA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Leelyn Smith's SPGP Position: Q1 2023 in Review

Leelyn Smith sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2023, closing a stake of 359 shares — an estimated $29.7K sold.

Leelyn Smith first reported a position in SPGP in Q2 2022 and held it in 3 quarters. The position peaked at $29.7K in Q4 2022. 204 funds tracked by Wall St. Rank hold SPGP as of Q1 2023.

Leelyn Smith reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 359 Invesco S&P 500 GARP ETF shares in Q1 2023, an estimated $29.7K.
Leelyn Smith first reported a position in Invesco S&P 500 GARP ETF in Q2 2022 and held it in 3 quarters.
Leelyn Smith's Invesco S&P 500 GARP ETF position peaked at $29.7K in Q4 2022.
204 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.