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

Realta 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
2024
Q3 		– Sell
-1,787
Closed -$184K – 711
2024
Q2 		$184K Buy
1,787
+301
+20% +$31K 0.04% 408
2024
Q1 		$158K Buy
+1,486
New +$148K 0.03% 431
2023
Q4 		– Sell
-1,320
Closed -$120K – 748
2023
Q3 		$120K Hold
1,320
– – 0.03% 443
2023
Q2 		$120K Buy
+1,320
New +$114K 0.03% 465
2023
Q1 		– Sell
-1,417
Closed -$117K – 771
2022
Q4 		$117K Buy
1,417
+2
+0.1% +$165 0.03% 464
2022
Q3 		$106K Buy
+1,415
New +$118K 0.03% 444

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return