Professional Financial Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Professional Financial 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
2021 Q1	–	Sell	-98	Closed	-$7K	–	401
2020 Q4	$7K	Hold	98	–	–	0.01%	269
2020 Q3	$6K	Buy	+98	New	+$5.76K	0.01%	255
2020 Q1	–	Sell	-13,994	Closed	-$883K	–	69
2019 Q4	$883K	Buy	+13,994	New	+$839K	0.84%	34

Other funds holding SPGP

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

AWM

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

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

KAS

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

RJFSA

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

WEPOG

Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return

SVCP

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Professional Financial Advisors's SPGP Position: Q1 2021 in Review

Professional Financial Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2021, closing a stake of 98 shares — an estimated $7K sold.

Professional Financial Advisors first reported a position in SPGP in Q4 2019 and held it in 3 quarters. The position peaked at $883K in Q4 2019. 55 funds tracked by Wall St. Rank hold SPGP as of Q1 2021.

Professional Financial Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2021 after selling out during the quarter.
Professional Financial Advisors sold 98 Invesco S&P 500 GARP ETF shares in Q1 2021, an estimated $7K.
Professional Financial Advisors first reported a position in Invesco S&P 500 GARP ETF in Q4 2019 and held it in 3 quarters.
Professional Financial Advisors's Invesco S&P 500 GARP ETF position peaked at $883K in Q4 2019.
55 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2021.

Based on Professional Financial Advisors's 13F filing for Q1 2021, filed 5 May 2021.