Stephens Inc’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Stephens Inc’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
2019 Q1	–	Sell	-11,447	Closed	-$524K	–	1206
2018 Q4	$524K	Buy	+11,447	New	+$559K	0.01%	694

Other funds holding SPGP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Stephens Inc's SPGP Position: Q1 2019 in Review

Stephens Inc sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2019, closing a stake of 11,447 shares — an estimated $524K sold.

Stephens Inc first reported a position in SPGP in Q4 2018 and held it in 1 quarter. The position peaked at $524K in Q4 2018. 43 funds tracked by Wall St. Rank hold SPGP as of Q1 2019.

Stephens Inc reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2019 after selling out during the quarter.
Stephens Inc sold 11,447 Invesco S&P 500 GARP ETF shares in Q1 2019, an estimated $524K.
Stephens Inc first reported a position in Invesco S&P 500 GARP ETF in Q4 2018 and held it in 1 quarter.
Stephens Inc's Invesco S&P 500 GARP ETF position peaked at $524K in Q4 2018.
43 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2019.

Based on Stephens Inc's 13F filing for Q1 2019, filed 3 May 2019.