WWP
SPGP icon

WR Wealth Planners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

WR Wealth Planners’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
Q4 		$5.24K Hold
50
– – ﹤0.01% 693
2024
Q3 		$5.23K Hold
50
– – ﹤0.01% 735
2024
Q2 		$5.14K Hold
50
– – ﹤0.01% 715
2024
Q1 		$5.33K Buy
+50
New +$4.97K ﹤0.01% 706
2023
Q4 		– Sell
-50
Closed -$4.56K – 759
2023
Q3 		$4.56K Buy
+50
New +$4.66K ﹤0.01% 689

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

WR Wealth Planners's SPGP Position: Q4 2024 in Review

WR Wealth Planners held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q4 2024 at 50 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

WR Wealth Planners first reported a position in SPGP in Q3 2023 and has held it in 5 quarters since. The position peaked at $5.33K in Q1 2024. 338 funds tracked by Wall St. Rank hold SPGP as of Q4 2024.

  • WR Wealth Planners held 50 shares of Invesco S&P 500 GARP ETF worth $5.24K as of Q4 2024.
  • WR Wealth Planners left its Invesco S&P 500 GARP ETF share count unchanged in Q4 2024.
  • Invesco S&P 500 GARP ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #693 holding.
  • WR Wealth Planners first reported a position in Invesco S&P 500 GARP ETF in Q3 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's Invesco S&P 500 GARP ETF position peaked at $5.33K in Q1 2024.
  • 338 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.