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

Winch 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
2024
Q1 		– Sell
-154
Closed -$15.1K – 454
2023
Q4 		$15.1K Buy
+154
New +$14.2K 0.01% 223

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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Winch Advisory Services's SPGP Position: Q1 2024 in Review

Winch Advisory Services sold out of Invesco S&P 500 GARP ETF (SPGP) in Q1 2024, closing a stake of 154 shares — an estimated $15.1K sold.

Winch Advisory Services first reported a position in SPGP in Q4 2023 and held it in 1 quarter. The position peaked at $15.1K in Q4 2023. 326 funds tracked by Wall St. Rank hold SPGP as of Q1 2024.

  • Winch Advisory Services reported no remaining Invesco S&P 500 GARP ETF position as of Q1 2024 after selling out during the quarter.
  • Winch Advisory Services sold 154 Invesco S&P 500 GARP ETF shares in Q1 2024, an estimated $15.1K.
  • Winch Advisory Services first reported a position in Invesco S&P 500 GARP ETF in Q4 2023 and held it in 1 quarter.
  • Winch Advisory Services's Invesco S&P 500 GARP ETF position peaked at $15.1K in Q4 2023.
  • 326 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2024.

Based on Winch Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.