Capital Advisory Group Advisory Services’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 | $373K | Sell |
3,461
-738
| -18% | -$79.5K | 0.13% | 129 |
|
|
2025
Q1 | $419K | Sell |
4,199
-130
| -3% | -$13K | 0.16% | 116 |
|
|
2024
Q4 | $454K | Sell |
4,329
-19
| -0.4% | -$1.99K | 0.16% | 117 |
|
|
2024
Q3 | $455K | Hold |
4,348
| – | – | 0.18% | 109 |
|
|
2024
Q2 | $447K | Hold |
4,348
| – | – | 0.19% | 99 |
|
|
2024
Q1 | $463K | Hold |
4,348
| – | – | 0.22% | 95 |
|
|
2023
Q4 | $426K | Buy |
+4,348
| New | +$426K | 0.23% | 90 |
|