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Valeo Financial Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-309
Closed -$17K – 2078
2020
Q2 		$17K Buy
+309
New +$16.1K ﹤0.01% 1118

Other funds holding SPGP

WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
WEPOG
Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $351M AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $389M AUM 25.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $1B AUM 16.53% 1-Year Est. Return

Valeo Financial Advisors's SPGP Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2020, closing a stake of 309 shares — an estimated $17K sold.

Valeo Financial Advisors first reported a position in SPGP in Q2 2020 and held it in 1 quarter. The position peaked at $17K in Q2 2020. 48 funds tracked by Wall St. Rank hold SPGP as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 309 Invesco S&P 500 GARP ETF shares in Q3 2020, an estimated $17K.
  • Valeo Financial Advisors first reported a position in Invesco S&P 500 GARP ETF in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Invesco S&P 500 GARP ETF position peaked at $17K in Q2 2020.
  • 48 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.