SCA
SPGP icon

Stuart Chaussee & Associates’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Stuart Chaussee & Associates’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
Q1 		– Sell
-157,895
Closed -$15.3M – 185
2021
Q4 		$15.3M Buy
+157,895
New +$14.6M 6.59% 7

Other funds holding SPGP

SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stuart Chaussee & Associates's SPGP Position: Q1 2022 in Review

Stuart Chaussee & Associates sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2022, closing a stake of 157,895 shares — an estimated $15.3M sold.

Stuart Chaussee & Associates first reported a position in SPGP in Q4 2021 and held it in 1 quarter. The position peaked at $15.3M in Q4 2021. 98 funds tracked by Wall St. Rank hold SPGP as of Q1 2022.

  • Stuart Chaussee & Associates reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2022 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 157,895 Invesco S&P 500 GARP ETF shares in Q1 2022, an estimated $15.3M.
  • Stuart Chaussee & Associates first reported a position in Invesco S&P 500 GARP ETF in Q4 2021 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Invesco S&P 500 GARP ETF position peaked at $15.3M in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2022.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2022, filed 12 Apr 2022.