SS
SPGP icon

Simplicity Solutions’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Simplicity Solutions’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
2023
Q2 		– Sell
-2,657
Closed -$227K – 1208
2023
Q1 		$227K Buy
+2,657
New +$230K 0.01% 957
2021
Q1 		– Sell
-387,073
Closed -$27.9M – 908
2020
Q4 		$27.9M Buy
+387,073
New +$25.6M 0.41% 55
2020
Q3 		– Sell
-4,865
Closed -$267K – 942
2020
Q2 		$267K Buy
+4,865
New +$253K 0.01% 760
2019
Q2 		– Sell
-8,201
Closed -$438K – 851
2019
Q1 		$438K Sell
8,201
-959
-10% -$48.7K 0.03% 441
2018
Q4 		$419K Buy
+9,160
New +$448K 0.05% 352

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return