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

V 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
2023 Q1	–	Sell	-33,704	Closed	-$2.78M	–	398
2022 Q4	$2.78M	Buy	+33,704	New	+$2.78M	0.58%	31

Other funds holding SPGP

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

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

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

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

RPGK

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

SVCP

Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

RJFSA

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

V Wealth Advisors's SPGP Position: Q1 2023 in Review

V Wealth Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2023, closing a stake of 33,704 shares — an estimated $2.78M sold.

V Wealth Advisors first reported a position in SPGP in Q4 2022 and held it in 1 quarter. The position peaked at $2.78M in Q4 2022. 204 funds tracked by Wall St. Rank hold SPGP as of Q1 2023.

V Wealth Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2023 after selling out during the quarter.
V Wealth Advisors sold 33,704 Invesco S&P 500 GARP ETF shares in Q1 2023, an estimated $2.78M.
V Wealth Advisors first reported a position in Invesco S&P 500 GARP ETF in Q4 2022 and held it in 1 quarter.
V Wealth Advisors's Invesco S&P 500 GARP ETF position peaked at $2.78M in Q4 2022.
204 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2023.

Based on V Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.