Optivise Advisory Services’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 Q1	–	Sell	-9,330	Closed	-$979K	–	209
2024 Q4	$979K	Sell	9,330 -1,384	-13%	-$145K	0.53%	53
2024 Q3	$1.12M	Sell	10,714 -11	-0.1%	-$1.15K	0.59%	45
2024 Q2	$1.1M	Buy	+10,725	New	+$1.1M	0.6%	45