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LS Investment Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

LS Investment Advisors’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
2020
Q2 		– Sell
-1,000
Closed -$45K – 1702
2020
Q1 		$45K Buy
+1,000
New +$57.2K ﹤0.01% 1131

Other funds holding SPGP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WEPOG
Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $389M AUM 25.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

LS Investment Advisors's SPGP Position: Q2 2020 in Review

LS Investment Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2020, closing a stake of 1,000 shares — an estimated $45K sold.

LS Investment Advisors first reported a position in SPGP in Q1 2020 and held it in 1 quarter. The position peaked at $45K in Q1 2020. 56 funds tracked by Wall St. Rank hold SPGP as of Q2 2020.

  • LS Investment Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2020 after selling out during the quarter.
  • LS Investment Advisors sold 1,000 Invesco S&P 500 GARP ETF shares in Q2 2020, an estimated $45K.
  • LS Investment Advisors first reported a position in Invesco S&P 500 GARP ETF in Q1 2020 and held it in 1 quarter.
  • LS Investment Advisors's Invesco S&P 500 GARP ETF position peaked at $45K in Q1 2020.
  • 56 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2020.

Based on LS Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.