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Samalin Investment Counsel’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Samalin Investment Counsel’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
Q1 		– Sell
-2,696
Closed -$262K – 265
2021
Q4 		$262K Buy
+2,696
New +$250K 0.16% 187

Other funds holding SPGP

SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Samalin Investment Counsel's SPGP Position: Q1 2022 in Review

Samalin Investment Counsel sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2022, closing a stake of 2,696 shares — an estimated $262K sold.

Samalin Investment Counsel first reported a position in SPGP in Q4 2021 and held it in 1 quarter. The position peaked at $262K in Q4 2021. 98 funds tracked by Wall St. Rank hold SPGP as of Q1 2022.

  • Samalin Investment Counsel reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2022 after selling out during the quarter.
  • Samalin Investment Counsel sold 2,696 Invesco S&P 500 GARP ETF shares in Q1 2022, an estimated $262K.
  • Samalin Investment Counsel first reported a position in Invesco S&P 500 GARP ETF in Q4 2021 and held it in 1 quarter.
  • Samalin Investment Counsel's Invesco S&P 500 GARP ETF position peaked at $262K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2022.

Based on Samalin Investment Counsel's 13F filing for Q1 2022, filed 16 May 2022.