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

Total Clarity 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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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.