BankPlus Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$233K	Sell	2,164 -294	-12%	-$31.7K	0.15%	97
2025 Q1	$246K	Sell	2,458 -23,545	-91%	-$2.35M	0.18%	90
2024 Q4	$2.73M	Buy	+26,003	New	+$2.73M	2.03%	9