SIA
SPGP icon

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

SkyView 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
2023
Q3 		– Sell
-42,432
Closed -$3.85M – 743
2023
Q2 		$3.85M Buy
42,432
+1,581
+4% +$136K 0.96% 19
2023
Q1 		$3.48M Sell
40,851
-1,192
-3% -$103K 0.82% 22
2022
Q4 		$3.47M Buy
42,043
+11,817
+39% +$974K 1.05% 11
2022
Q3 		$2.26M Buy
30,226
+117
+0.4% +$9.73K 0.66% 26
2022
Q2 		$2.4M Buy
+30,109
New +$2.57M 0.63% 26

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return