Selective Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Selective Wealth Management’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	-300	Closed	-$22K	–	639
2022 Q3	$22K	Hold	300	–	–	0.01%	413
2022 Q2	$24K	Buy	+300	New	+$25.6K	0.01%	441

Other funds holding SPGP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

SVCP

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

RJFSA

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Selective Wealth Management's SPGP Position: Q4 2022 in Review

Selective Wealth Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2022, closing a stake of 300 shares — an estimated $22K sold.

Selective Wealth Management first reported a position in SPGP in Q2 2022 and held it in 2 quarters. The position peaked at $24K in Q2 2022. 159 funds tracked by Wall St. Rank hold SPGP as of Q4 2022.

Selective Wealth Management reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 300 Invesco S&P 500 GARP ETF shares in Q4 2022, an estimated $22K.
Selective Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q2 2022 and held it in 2 quarters.
Selective Wealth Management's Invesco S&P 500 GARP ETF position peaked at $24K in Q2 2022.
159 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.