Milestone Investment Advisors’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
$2.9M Sell
2025
Q2
$2.93M Sell
2025
Q1
$2.87M Sell
2024
Q4
$3.27M Sell
2024
Q3
$3.65M Sell
2024
Q2
$3.72M Sell
2024
Q1
$4.58M Sell
2023
Q4
$4.78M Buy
2023
Q3
$4.05M Buy
2023
Q2
$3.03M Sell
2023
Q1
$3.49M Buy
2022
Q4
$3.09M Buy