Kingsview Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
2,364
-2,699
| -53% | -$291K | ﹤0.01% | 1010 |
|
|
2025
Q1 | $506K | Sell |
5,063
-1,312
| -21% | -$131K | 0.01% | 723 |
|
|
2024
Q4 | $669K | Buy |
6,375
+822
| +15% | +$86.2K | 0.01% | 658 |
|
|
2024
Q3 | $581K | Sell |
5,553
-3,594
| -39% | -$376K | 0.01% | 665 |
|
|
2024
Q2 | $940K | Buy |
9,147
+4,822
| +111% | +$496K | 0.02% | 528 |
|
|
2024
Q1 | $461K | Sell |
4,325
-1,303
| -23% | -$139K | 0.01% | 687 |
|
|
2023
Q4 | $552K | Buy |
5,628
+1,077
| +24% | +$106K | 0.02% | 611 |
|
|
2023
Q3 | $415K | Buy |
+4,551
| New | +$415K | 0.01% | 668 |
|
|
2021
Q3 | – | Sell |
-9,072
| Closed | -$800K | – | 919 |
|
|
2021
Q2 | $800K | Buy |
+9,072
| New | +$800K | 0.04% | 430 |
|