Financial Advocates Investment Management’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 | – | Sell |
-9,607
| Closed | -$960K | – | 732 |
|
|
2025
Q1 | $960K | Sell |
9,607
-59,650
| -86% | -$5.96M | 0.07% | 288 |
|
|
2024
Q4 | $7.26M | Sell |
69,257
-16,096
| -19% | -$1.69M | 0.41% | 49 |
|
|
2024
Q3 | $8.93M | Buy |
85,353
+1,630
| +2% | +$171K | 0.5% | 44 |
|
|
2024
Q2 | $8.61M | Sell |
83,723
-1,096
| -1% | -$113K | 0.53% | 41 |
|
|
2024
Q1 | $9.03M | Buy |
84,819
+3,862
| +5% | +$411K | 0.52% | 41 |
|
|
2023
Q4 | $7.94M | Buy |
80,957
+1,405
| +2% | +$138K | 0.52% | 40 |
|
|
2023
Q3 | $7.26M | Buy |
+79,552
| New | +$7.26M | 0.52% | 39 |
|