Investment Planning Advisors’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	$953K	Sell	8,852 -248	-3%	-$26.7K	0.34%	29
2025 Q1	$909K	Sell	9,100 -17,294	-66%	-$1.73M	0.37%	32
2024 Q4	$2.77M	Sell	26,394 -96,685	-79%	-$10.1M	1.21%	19
2024 Q3	$12.7M	Hold	123,079	–	–	6.45%	4
2024 Q2	$12.7M	Buy	+123,079	New	+$12.7M	6.45%	4