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Vantage Financial Partners (Wisconsin)’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		– Sell
-1,948
Closed -$204K – 204
2024
Q3 		$204K Buy
+1,948
New +$199K 0.05% 181

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s SPGP Position: Q4 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2024, closing a stake of 1,948 shares — an estimated $204K sold.

Vantage Financial Partners (Wisconsin) first reported a position in SPGP in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 338 funds tracked by Wall St. Rank hold SPGP as of Q4 2024.

  • Vantage Financial Partners (Wisconsin) reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2024 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 1,948 Invesco S&P 500 GARP ETF shares in Q4 2024, an estimated $204K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Invesco S&P 500 GARP ETF in Q3 2024 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s Invesco S&P 500 GARP ETF position peaked at $204K in Q3 2024.
  • 338 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2024, filed 6 Feb 2025.