GeoWealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$200 Sell
2024
Q4
$123K Sell
2024
Q3
$10.6M Buy
2024
Q2
$658K Sell
2024
Q1
$20.5M Buy
2023
Q4
$11.3M Buy
2023
Q3
$8.79M Buy
2023
Q1
Sell
2022
Q4
$2.35M Buy
2022
Q3
$132K Buy
2022
Q2
$125K Sell
2022
Q1
$23.5M Sell
2021
Q4
$27.7M Buy
2021
Q3
$49K Buy