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Planning Capital Management Corporation’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		– Sell
-355
Closed -$36.5K – 895
2024
Q2 		$36.5K Hold
355
– – 0.03% 219
2024
Q1 		$37.8K Hold
355
– – 0.03% 214
2023
Q4 		$34.8K Buy
+355
New +$32.8K 0.03% 220

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RJFSA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Envestnet Asset Management
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Planning Capital Management Corporation's SPGP Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2024, closing a stake of 355 shares — an estimated $36.5K sold.

Planning Capital Management Corporation first reported a position in SPGP in Q4 2023 and held it in 3 quarters. The position peaked at $37.8K in Q1 2024. 323 funds tracked by Wall St. Rank hold SPGP as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 355 Invesco S&P 500 GARP ETF shares in Q3 2024, an estimated $36.5K.
  • Planning Capital Management Corporation first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Invesco S&P 500 GARP ETF position peaked at $37.8K in Q1 2024.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.