Baron Financial Group’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 | $2.01M | Buy |
18,640
+305
| +2% | +$32.8K | 1.18% | 28 |
|
|
2025
Q1 | $1.83M | Buy |
18,335
+103
| +0.6% | +$10.3K | 1.15% | 27 |
|
|
2024
Q4 | $1.91M | Buy |
18,232
+45
| +0.2% | +$4.72K | 1.19% | 27 |
|
|
2024
Q3 | $1.9M | Sell |
18,187
-90
| -0.5% | -$9.42K | 1.16% | 27 |
|
|
2024
Q2 | $1.88M | Buy |
18,277
+587
| +3% | +$60.3K | 1.19% | 27 |
|
|
2024
Q1 | $1.88M | Buy |
17,690
+316
| +2% | +$33.7K | 1.16% | 27 |
|
|
2023
Q4 | $1.7M | Buy |
17,374
+325
| +2% | +$31.9K | 1.09% | 29 |
|
|
2023
Q3 | $1.56M | Buy |
17,049
+716
| +4% | +$65.3K | 1.01% | 29 |
|
|
2023
Q2 | $1.48M | Buy |
16,333
+1,835
| +13% | +$167K | 0.92% | 31 |
|
|
2023
Q1 | $1.24M | Buy |
+14,498
| New | +$1.24M | 0.78% | 33 |
|