Johnson & White 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
$4.75M Buy
2025
Q2
$4.38M Buy
2025
Q1
$4.02M Buy
2024
Q4
$3.99M Buy
2024
Q3
$3.69M Buy
2024
Q2
$3.36M Buy
2024
Q1
$3.14M Buy
2023
Q4
$2.73M Buy
2023
Q3
$2.46M Sell
2023
Q2
$2.46M Buy
2023
Q1
$2.23M Buy
2022
Q4
Sell
2022
Q3
$1.93M Buy