Jones Financial Companies’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
$12.6M Buy
117,539
+15,742
+15% +$1.68M 0.01% 328
2025
Q1
$10.1M Buy
101,797
+16,509
+19% +$1.64M 0.01% 315
2024
Q4
$8.94M Buy
85,288
+22,723
+36% +$2.38M 0.01% 277
2024
Q3
$6.56M Buy
62,565
+28,507
+84% +$2.99M 0.01% 260
2024
Q2
$3.5M Buy
34,058
+28,032
+465% +$2.88M ﹤0.01% 244
2024
Q1
$642K Buy
+6,026
New +$642K ﹤0.01% 304