Wealth Enhancement Advisory Services
SPGP icon

Wealth Enhancement Advisory Services’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$7.48M Sell
69,266
-17,626
-20% -$2M 0.02% 704
2025
Q4 		$10.2M Sell
86,892
-4,601
-5% -$520K 0.01% 690
2025
Q3 		$10.5M Sell
91,493
-4,353
-5% -$482K 0.02% 645
2025
Q2 		$10.4M Sell
95,846
-46,163
-33% -$4.6M 0.02% 616
2025
Q1 		$14.2M Buy
142,009
+6,657
+5% +$701K 0.03% 495
2024
Q4 		$14.2M Buy
135,352
+20,803
+18% +$2.24M 0.03% 466
2024
Q3 		$12M Sell
114,549
-21,378
-16% -$2.19M 0.03% 470
2024
Q2 		$14M Sell
135,927
-11,472
-8% -$1.18M 0.03% 405
2024
Q1 		$15.7M Sell
147,399
-12,352
-8% -$1.23M 0.04% 371
2023
Q4 		$15.7M Buy
159,751
+24,814
+18% +$2.29M 0.05% 346
2023
Q3 		$12.3M Buy
+134,937
New +$12.6M 0.04% 365

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HFS
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CDWM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return