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Mariner Independent Advisor Network’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$1.97M Buy
26,353
+16,079
+157% +$1.34M 0.08% 237
2022
Q2 		$843K Buy
+10,274
New +$876K 0.04% 404

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Mariner Independent Advisor Network's SPGP Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Invesco S&P 500 GARP ETF (SPGP) stake by 157% in Q3 2022, buying an estimated $1.34M and bringing the position to 26,353 shares worth $1.97M. The position accounts for 0.08% of the portfolio, ranked #237.

Mariner Independent Advisor Network first reported a position in SPGP in Q2 2022 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold SPGP as of Q3 2022.

  • Mariner Independent Advisor Network held 26,353 shares of Invesco S&P 500 GARP ETF worth $1.97M as of Q3 2022.
  • Mariner Independent Advisor Network bought 16,079 Invesco S&P 500 GARP ETF shares in Q3 2022, an estimated $1.34M.
  • Invesco S&P 500 GARP ETF made up 0.08% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #237 holding.
  • Mariner Independent Advisor Network first reported a position in Invesco S&P 500 GARP ETF in Q2 2022 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.