TWA
SPGP icon

TCI Wealth Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

TCI Wealth 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
2021
Q1 		– Sell
-100
Closed -$7K – 2228
2020
Q4 		$7K Buy
+100
New +$6.62K ﹤0.01% 769

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WEPOG
Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TCI Wealth Advisors's SPGP Position: Q1 2021 in Review

TCI Wealth Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2021, closing a stake of 100 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in SPGP in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 55 funds tracked by Wall St. Rank hold SPGP as of Q1 2021.

  • TCI Wealth Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 100 Invesco S&P 500 GARP ETF shares in Q1 2021, an estimated $7K.
  • TCI Wealth Advisors first reported a position in Invesco S&P 500 GARP ETF in Q4 2020 and held it in 1 quarter.
  • TCI Wealth Advisors's Invesco S&P 500 GARP ETF position peaked at $7K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2021.

Based on TCI Wealth Advisors's 13F filing for Q1 2021, filed 29 Apr 2021.