SFG
Sovereign Financial Group’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 | $1.99M | Sell |
18,520
-960
| -5% | -$103K | 0.41% | 39 |
|
|
2025
Q1 | $1.95M | Buy |
19,480
+855
| +5% | +$85.4K | 0.45% | 39 |
|
|
2024
Q4 | $1.95M | Buy |
18,625
+1,835
| +11% | +$192K | 0.45% | 38 |
|
|
2024
Q3 | $1.76M | Buy |
16,790
+3,767
| +29% | +$394K | 0.41% | 44 |
|
|
2024
Q2 | $1.34M | Buy |
13,023
+2,366
| +22% | +$243K | 0.33% | 60 |
|
|
2024
Q1 | $1.13M | Buy |
10,657
+4,423
| +71% | +$471K | 0.3% | 67 |
|
|
2023
Q4 | $611K | Buy |
+6,234
| New | +$611K | 0.19% | 106 |
|