Iams Wealth 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
Q3
Sell
2025
Q2
$368K Sell
2025
Q1
$379K Buy
2024
Q4
$369K Buy
2024
Q3
$332K Buy
2024
Q2
$271K Buy
2024
Q1
$248K Sell
2023
Q4
$279K Buy
2023
Q3
$246K Buy
2023
Q2
Sell
2023
Q1
$374K Buy