Sard Wealth Management Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Sard Wealth Management Group’s Portfolio SPGP Stock Details SPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$267K	Hold
2025 Q2	$253K	Hold
2025 Q1	$234K	Hold
2024 Q4	$246K	Hold
2024 Q3	$246K	Hold
2024 Q2	$241K	Hold
2024 Q1	$250K	Hold
2023 Q4	$230K	Buy