OWP
Obermeyer Wealth Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
6,764
+1,313
| +24% | +$141K | 0.04% | 128 |
|
|
2025
Q1 | $544K | Sell |
5,451
-2,737
| -33% | -$273K | 0.03% | 143 |
|
|
2024
Q4 | $859K | Buy |
8,188
+3,120
| +62% | +$327K | 0.04% | 111 |
|
|
2024
Q3 | $530K | Buy |
5,068
+16
| +0.3% | +$1.68K | 0.03% | 149 |
|
|
2024
Q2 | $519K | Buy |
+5,052
| New | +$519K | 0.03% | 140 |
|