WWM
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WJ Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

WJ Wealth Management’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
2021
Q4 		– Sell
-41,108
Closed -$3.58M – 59
2021
Q3 		$3.58M Buy
+41,108
New +$3.71M 2.38% 19

Other funds holding SPGP

SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
BBA
Braun-Bostich & Associates Canonsburg, Pennsylvania $160M AUM 17.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

WJ Wealth Management's SPGP Position: Q4 2021 in Review

WJ Wealth Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2021, closing a stake of 41,108 shares — an estimated $3.58M sold.

WJ Wealth Management first reported a position in SPGP in Q3 2021 and held it in 1 quarter. The position peaked at $3.58M in Q3 2021. 95 funds tracked by Wall St. Rank hold SPGP as of Q4 2021.

  • WJ Wealth Management reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2021 after selling out during the quarter.
  • WJ Wealth Management sold 41,108 Invesco S&P 500 GARP ETF shares in Q4 2021, an estimated $3.58M.
  • WJ Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q3 2021 and held it in 1 quarter.
  • WJ Wealth Management's Invesco S&P 500 GARP ETF position peaked at $3.58M in Q3 2021.
  • 95 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2021.

Based on WJ Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.