Gladstone Institutional Advisory’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
Q3 | $220K | Sell |
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|
2025
Q2 | $321K | Sell |
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|
2025
Q1 | $322K | Sell |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $522K | Buy |
|