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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,769
Closed -$860K 289
2023
Q4
$860K Buy
8,769
+73
+0.8% +$6.75K 0.35% 86
2023
Q3
$793K Buy
8,696
+2,175
+33% +$203K 0.38% 77
2023
Q2
$592K Sell
6,521
-9
-0.1% -$775 0.29% 89
2023
Q1
$557K Buy
+6,530
New +$565K 0.3% 83
2022
Q4
Sell
-2,717
Closed -$203K 262
2022
Q3
$203K Sell
2,717
-6,814
-71% -$566K 0.13% 217
2022
Q2
$759K Buy
+9,531
New +$812K 0.39% 60
2020
Q1
Sell
-150
Closed -$9K 533
2019
Q4
$9K Buy
+150
New +$8.99K 0.01% 514

Other funds holding SPGP

Total Clarity Wealth Management's SPGP Position: Q1 2024 in Review

Total Clarity Wealth Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2024, closing a stake of 8,769 shares — an estimated $860K sold.

Total Clarity Wealth Management first reported a position in SPGP in Q4 2019 and held it in 7 quarters. The position peaked at $860K in Q4 2023. 326 funds tracked by Wall St. Rank hold SPGP as of Q1 2024.

  • Total Clarity Wealth Management reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2024 after selling out during the quarter.
  • Total Clarity Wealth Management sold 8,769 Invesco S&P 500 GARP ETF shares in Q1 2024, an estimated $860K.
  • Total Clarity Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2019 and held it in 7 quarters.
  • Total Clarity Wealth Management's Invesco S&P 500 GARP ETF position peaked at $860K in Q4 2023.
  • 326 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2024.

Based on Total Clarity Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.