Beacon Financial Planning’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Beacon Financial Planning’s Portfolio SPGP Stock Details SPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.03M	Sell
2025 Q2	$1.95M	Sell
2025 Q1	$2.17M	Sell
2024 Q4	$2.65M	Sell
2024 Q3	$2.65M	Sell
2024 Q2	$2.71M	Buy
2024 Q1	$2.37M	Buy
2023 Q4	$1.61M	Buy
2023 Q3	$993K	Buy
2023 Q2	$236K	Buy