WKSWA
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White Knight Strategic Wealth Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

White Knight Strategic 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
2026
Q1 		$1.34M Sell
12,409
-1,970
-14% -$224K 1.13% 20
2025
Q4 		$1.64M Buy
14,379
+1,406
+11% +$159K 1.2% 18
2025
Q3 		$1.47M Sell
12,973
-2,126
-14% -$236K 1.16% 19
2025
Q2 		$1.63M Sell
15,099
-505
-3% -$50.4K 1.38% 18
2025
Q1 		$1.56M Sell
15,604
-15,652
-50% -$1.65M 1.44% 17
2024
Q4 		$3.28M Buy
31,256
+15,740
+101% +$1.7M 1.37% 19
2024
Q3 		$1.62M Buy
15,516
+979
+7% +$100K 1.47% 19
2024
Q2 		$1.49M Buy
14,537
+471
+3% +$48.5K 1.49% 18
2024
Q1 		$1.5M Buy
14,066
+647
+5% +$64.3K 1.56% 20
2023
Q4 		$1.32M Buy
13,419
+7,249
+117% +$670K 1.51% 20
2023
Q3 		$563K Buy
6,170
+1,392
+29% +$130K 0.74% 34
2023
Q2 		$434K Buy
4,778
+2,070
+76% +$178K 0.51% 38
2023
Q1 		$231K Buy
+2,708
New +$234K 0.29% 64

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $124M AUM 12.26% 1-Year Est. Return
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