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WealthPLAN Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

WealthPLAN Partners’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
2018
Q3 		– Sell
-5,042
Closed -$256K – 284
2018
Q2 		$256K Hold
5,042
– – 0.05% 210
2018
Q1 		$240K Sell
5,042
-468
-8% -$22.5K 0.05% 236
2017
Q4 		$250K Sell
5,510
-614
-10% -$27.4K 0.07% 178
2017
Q3 		$261K Buy
6,124
+245
+4% +$10.2K 0.07% 156
2017
Q2 		$235K Buy
+5,879
New +$229K 0.07% 154

Other funds holding SPGP

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return