EP Wealth Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

EP Wealth Advisors’s Portfolio SPGP Stock Details SPGP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$211K	Sell
2025 Q1	$221K	Buy
2024 Q4	$206K	Hold
2024 Q3	$205K	Sell
2024 Q2	$216K	Buy
2024 Q1	$209K	Buy
2023 Q4	$118K	Buy