Founders Financial Securities’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 |
-25,007
| Closed | -$2.42M | – | 511 |
|
|
2025
Q1 | $2.42M | Buy |
25,007
+1,847
| +8% | +$178K | 0.2% | 103 |
|
|
2024
Q4 | $2.43M | Buy |
23,160
+2,732
| +13% | +$287K | 0.22% | 87 |
|
|
2024
Q3 | $2.14M | Buy |
20,428
+810
| +4% | +$84.8K | 0.2% | 100 |
|
|
2024
Q2 | $2.02M | Buy |
19,618
+4,242
| +28% | +$436K | 0.19% | 104 |
|
|
2024
Q1 | $1.64M | Buy |
15,376
+3,286
| +27% | +$350K | 0.17% | 117 |
|
|
2023
Q4 | $1.19M | Buy |
12,090
+6,147
| +103% | +$603K | 0.13% | 136 |
|
|
2023
Q3 | $542K | Buy |
5,943
+3,163
| +114% | +$289K | 0.07% | 206 |
|
|
2023
Q2 | $252K | Buy |
+2,780
| New | +$252K | 0.03% | 280 |
|