Jacobi Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $694K | Sell |
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|
2025
Q4 | $735K | Sell |
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|
2025
Q3 | $748K | Sell |
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|
2025
Q2 | $721K | Buy |
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|
2025
Q1 | $651K | Buy |
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|
2024
Q4 | $454K | Buy |
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|
2024
Q3 | $414K | Buy |
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|
2024
Q2 | $398K | Sell |
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|
2024
Q1 | $809K | Buy |
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|
2023
Q4 | $547K | Buy |
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|
2023
Q3 | $451K | Buy |
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|
2023
Q2 | $305K | Buy |
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