AE Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $159K | Buy |
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|
2025
Q2 | $143K | Sell |
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|
2025
Q1 | $183K | Sell |
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|
2024
Q4 | $4.93M | Sell |
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|
2024
Q3 | $5.66M | Buy |
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|
2024
Q2 | $366K | Sell |
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|
2024
Q1 | $5.37M | Sell |
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|
2023
Q4 | $9.57M | Buy |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $337K | Sell |
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|
2023
Q1 | $486K | Buy |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $520K | Sell |
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|
2022
Q2 | $583K | Buy |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $457K | Buy |
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|
2021
Q3 | $352K | Sell |
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|
2021
Q2 | $740K | Sell |
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|
2021
Q1 | $1.12M | Sell |
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|
2020
Q4 | $29M | Buy |
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|
2020
Q3 | $374K | Sell |
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|
2020
Q2 | $611K | Buy |
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|
2020
Q1 | $374K | Sell |
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|
2019
Q4 | $582K | Buy |
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|
2019
Q3 | $515K | Sell |
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|
2019
Q2 | $526K | Buy |
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|
2019
Q1 | $426K | Sell |
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|
2018
Q4 | $419K | Buy |
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|
2018
Q3 | $461K | Buy |
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|
2018
Q2 | $376K | Buy |
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|
2018
Q1 | $279K | Buy |
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