TCWM
SPGP icon

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
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
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
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return