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Seaview Investment Managers’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Seaview Investment Managers’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
Q4 		– Sell
-38,444
Closed -$2.88M – 101
2022
Q3 		$2.88M Buy
+38,444
New +$3.2M 1.17% 30

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Seaview Investment Managers's SPGP Position: Q4 2022 in Review

Seaview Investment Managers sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2022, closing a stake of 38,444 shares — an estimated $2.88M sold.

Seaview Investment Managers first reported a position in SPGP in Q3 2022 and held it in 1 quarter. The position peaked at $2.88M in Q3 2022. 159 funds tracked by Wall St. Rank hold SPGP as of Q4 2022.

  • Seaview Investment Managers reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2022 after selling out during the quarter.
  • Seaview Investment Managers sold 38,444 Invesco S&P 500 GARP ETF shares in Q4 2022, an estimated $2.88M.
  • Seaview Investment Managers first reported a position in Invesco S&P 500 GARP ETF in Q3 2022 and held it in 1 quarter.
  • Seaview Investment Managers's Invesco S&P 500 GARP ETF position peaked at $2.88M in Q3 2022.
  • 159 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2022.

Based on Seaview Investment Managers's 13F filing for Q4 2022, filed 8 Feb 2023.