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Sugarloaf Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Sugarloaf Wealth Management’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
2024
Q2 		– Sell
-229
Closed -$24.4K – 682
2024
Q1 		$24.4K Buy
+229
New +$22.8K 0.01% 375

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sugarloaf Wealth Management's SPGP Position: Q2 2024 in Review

Sugarloaf Wealth Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q2 2024, closing a stake of 229 shares — an estimated $24.4K sold.

Sugarloaf Wealth Management first reported a position in SPGP in Q1 2024 and held it in 1 quarter. The position peaked at $24.4K in Q1 2024. 340 funds tracked by Wall St. Rank hold SPGP as of Q2 2024.

  • Sugarloaf Wealth Management reported no remaining Invesco S&P 500 GARP ETF position as of Q2 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 229 Invesco S&P 500 GARP ETF shares in Q2 2024, an estimated $24.4K.
  • Sugarloaf Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q1 2024 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Invesco S&P 500 GARP ETF position peaked at $24.4K in Q1 2024.
  • 340 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2024, filed 8 Jul 2024.