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Thompson Investment Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Thompson Investment 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
Q4 		– Sell
-10
Closed -$1.05K – 531
2024
Q3 		$1.05K Sell
10
-26
-72% -$2.66K ﹤0.01% 465
2024
Q2 		$3.7K Sell
36
-409
-92% -$42.1K ﹤0.01% 423
2024
Q1 		$47.4K Buy
445
+84
+23% +$8.35K 0.01% 267
2023
Q4 		$35.4K Buy
+361
New +$33.4K 0.01% 258

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

Thompson Investment Management's SPGP Position: Q4 2024 in Review

Thompson Investment Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2024, closing a stake of 10 shares — an estimated $1.05K sold.

Thompson Investment Management first reported a position in SPGP in Q4 2023 and held it in 4 quarters. The position peaked at $47.4K in Q1 2024. 338 funds tracked by Wall St. Rank hold SPGP as of Q4 2024.

  • Thompson Investment Management reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2024 after selling out during the quarter.
  • Thompson Investment Management sold 10 Invesco S&P 500 GARP ETF shares in Q4 2024, an estimated $1.05K.
  • Thompson Investment Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and held it in 4 quarters.
  • Thompson Investment Management's Invesco S&P 500 GARP ETF position peaked at $47.4K in Q1 2024.
  • 338 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2024.

Based on Thompson Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.