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Leo Brokerage’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Leo Brokerage’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 		$3.42M Sell
37,622
-44
-0.1% -$3.79K 0.39% 36
2023
Q1 		$3.21M Buy
+37,666
New +$3.26M 0.48% 37

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Envestnet Asset Management
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Leo Brokerage's SPGP Position: Q2 2023 in Review

Leo Brokerage reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 0.12% in Q2 2023, selling an estimated $3.79K and leaving 37,622 shares worth $3.42M. The position accounts for 0.39% of the portfolio, ranked #36.

Leo Brokerage first reported a position in SPGP in Q1 2023 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold SPGP as of Q2 2023.

  • Leo Brokerage held 37,622 shares of Invesco S&P 500 GARP ETF worth $3.42M as of Q2 2023.
  • Leo Brokerage sold 44 Invesco S&P 500 GARP ETF shares in Q2 2023, an estimated $3.79K.
  • Invesco S&P 500 GARP ETF made up 0.39% of Leo Brokerage's portfolio in Q2 2023, its #36 holding.
  • Leo Brokerage first reported a position in Invesco S&P 500 GARP ETF in Q1 2023 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.