Lloyd Advisory Services’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Lloyd Advisory Services’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
2022 Q1	–	Sell	-30	Closed	-$3K	–	655
2021 Q4	$3K	Sell	30 -265	-90%	-$24.6K	﹤0.01%	369
2021 Q3	$26K	Buy	295 +1	+0.3%	+$90	0.01%	229
2021 Q2	$26K	Sell	294 -796	-73%	-$68.2K	0.01%	222
2021 Q1	$89K	Sell	1,090 -33,095	-97%	-$2.57M	0.05%	110
2020 Q4	$2.46M	Buy	+34,185	New	+$2.26M	1.35%	14

Other funds holding SPGP

SVCP

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

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

RJFSA

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lloyd Advisory Services's SPGP Position: Q1 2022 in Review

Lloyd Advisory Services sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2022, closing a stake of 30 shares — an estimated $3K sold.

Lloyd Advisory Services first reported a position in SPGP in Q4 2020 and held it in 5 quarters. The position peaked at $2.46M in Q4 2020. 98 funds tracked by Wall St. Rank hold SPGP as of Q1 2022.

Lloyd Advisory Services reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2022 after selling out during the quarter.
Lloyd Advisory Services sold 30 Invesco S&P 500 GARP ETF shares in Q1 2022, an estimated $3K.
Lloyd Advisory Services first reported a position in Invesco S&P 500 GARP ETF in Q4 2020 and held it in 5 quarters.
Lloyd Advisory Services's Invesco S&P 500 GARP ETF position peaked at $2.46M in Q4 2020.
98 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2022.

Based on Lloyd Advisory Services's 13F filing for Q1 2022, filed 2 May 2022.