9WM
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9258 Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

9258 Wealth Management’s Portfolio SPGP Stock Details SPGP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$347K Buy
3,313
+780
+31% +$81.6K 0.05% 252
2024
Q2 		$260K Buy
2,533
+379
+18% +$39K 0.04% 281
2024
Q1 		$229K Buy
+2,154
New +$229K 0.04% 305