Number of Shares
132,867.00
Current Holdings Value*
$13.27 Mil
% of Portfolio
3.24%
Total Estimate Gain
$2.70 Mil
% of Total Estimate Gain
18.63%

WESCAP Management Group, Inc.'s Invesco S&P 500 GARP ETF Holding Summary

As of 2025-03-31, WESCAP Management Group, Inc. held 132,867.00 shares of Invesco S&P 500 GARP ETF(SPGP), totaling $13.27 Mil. This investment constitutes 3.24% of their stock portfolio, and WESCAP Management Group, Inc. now holds 0.47% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.

The initial trade took place in 2021Q2. And since then WESCAP Management Group, Inc. has made 10 purchases of SPGP, at an average price of $88.54, for a total of 163,783.00 shares. In addition, there have been 6 sales at an average price of $89.03 for 30,916.00 shares. Based on historical transaction data and SPGP's current price of $108.76, WESCAP Management Group, Inc.'s estimated gain on his SPGP holdings is $2.70 Mil, reflecting a 18.63% gain to date.

WESCAP Management Group, Inc. SPGP ($108.76) Holding Chart

WESCAP Management Group, Inc. SPGP ($108.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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