Institute for Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
4,767
-937
| -16% | -$101K | 0.06% | 311 |
|
|
2025
Q1 | $570K | Sell |
5,704
-288
| -5% | -$28.8K | 0.07% | 267 |
|
|
2024
Q4 | $628K | Sell |
5,992
-1,008
| -14% | -$106K | 0.08% | 248 |
|
|
2024
Q3 | $733K | Buy |
7,000
+2,039
| +41% | +$213K | 0.09% | 228 |
|
|
2024
Q2 | $510K | Sell |
4,961
-1,144
| -19% | -$118K | 0.07% | 276 |
|
|
2024
Q1 | $650K | Buy |
6,105
+205
| +3% | +$21.8K | 0.08% | 232 |
|
|
2023
Q4 | $578K | Sell |
5,900
-123
| -2% | -$12.1K | 0.09% | 235 |
|
|
2023
Q3 | $550K | Buy |
+6,023
| New | +$550K | 0.1% | 236 |
|