Atria Wealth Solutions’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.83M | Sell |
90,906
-894
| -1% | -$96.7K | 0.22% | 104 |
|
|
2025
Q1 | $9.17M | Sell |
91,800
-10,163
| -10% | -$1.02M | 0.11% | 197 |
|
|
2024
Q4 | $10.7M | Sell |
101,963
-28,763
| -22% | -$3.02M | 0.12% | 183 |
|
|
2024
Q3 | $13.7M | Sell |
130,726
-23,833
| -15% | -$2.49M | 0.15% | 144 |
|
|
2024
Q2 | $15.9M | Buy |
154,559
+8,976
| +6% | +$923K | 0.18% | 119 |
|
|
2024
Q1 | $15.5M | Buy |
145,583
+17,111
| +13% | +$1.82M | 0.17% | 126 |
|
|
2023
Q4 | $12.6M | Buy |
128,472
+15,445
| +14% | +$1.51M | 0.16% | 140 |
|
|
2023
Q3 | $10.3M | Buy |
113,027
+18,358
| +19% | +$1.67M | 0.14% | 152 |
|
|
2023
Q2 | $8.59M | Buy |
94,669
+59,015
| +166% | +$5.36M | 0.12% | 174 |
|
|
2023
Q1 | $3.04M | Buy |
35,654
+6,984
| +24% | +$596K | 0.05% | 403 |
|
|
2022
Q4 | $2.37M | Buy |
28,670
+3,231
| +13% | +$267K | 0.04% | 453 |
|
|
2022
Q3 | $1.9M | Buy |
25,439
+15,475
| +155% | +$1.16M | 0.03% | 499 |
|
|
2022
Q2 | $793K | Buy |
9,964
+1,783
| +22% | +$142K | 0.01% | 774 |
|
|
2022
Q1 | $746K | Buy |
+8,181
| New | +$746K | 0.01% | 853 |
|