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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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

SVCP

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SkyView Investment Advisors's SPGP Position: Q3 2023 in Review

SkyView Investment Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2023, closing a stake of 42,432 shares — an estimated $3.85M sold.

SkyView Investment Advisors first reported a position in SPGP in Q2 2022 and held it in 5 quarters. The position peaked at $3.85M in Q2 2023. 249 funds tracked by Wall St. Rank hold SPGP as of Q3 2023.

SkyView Investment Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2023 after selling out during the quarter.
SkyView Investment Advisors sold 42,432 Invesco S&P 500 GARP ETF shares in Q3 2023, an estimated $3.85M.
SkyView Investment Advisors first reported a position in Invesco S&P 500 GARP ETF in Q2 2022 and held it in 5 quarters.
SkyView Investment Advisors's Invesco S&P 500 GARP ETF position peaked at $3.85M in Q2 2023.
249 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.