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NBZ Investment Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

NBZ Investment Advisors’s Portfolio SPGP Stock Details SPGP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.89M Sell
26,815
-14,902
-36% -$1.6M 1.64% 15
2025
Q1 		$4.17M Sell
41,717
-78,372
-65% -$7.83M 2.4% 14
2024
Q4 		$12.6M Buy
+120,089
New +$12.6M 7.03% 5