Concurrent Investment Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Concurrent Investment Advisors’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	$322K	Sell
2025 Q2	$336K	Buy
2025 Q1	$279K	Sell
2024 Q4	$468K	Sell
2024 Q3	$480K	Buy
2024 Q2	$231K	Buy
2024 Q1	$225K	Sell
2023 Q4	$1.43M	Buy