Sequoia Financial Advisors’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
Q2
$719K Sell
6,672
-4,427
-40% -$477K ﹤0.01% 829
2025
Q1
$1.11M Buy
+11,099
New +$1.11M 0.01% 581