Wharton Business Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
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|
2025
Q1 | $283K | Hold |
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|
2024
Q4 | $297K | Hold |
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|
2024
Q3 | $296K | Hold |
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|
2024
Q2 | $291K | Hold |
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|
2024
Q1 | $301K | Hold |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $290K | Hold |
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|
2022
Q3 | $263K | Hold |
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|
2022
Q2 | $280K | Hold |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $240K | Sell |
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|
2019
Q3 | $270K | Hold |
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|
2019
Q2 | $269K | Hold |
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|
2019
Q1 | $256K | Hold |
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|
2018
Q4 | $219K | Hold |
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|
2018
Q3 | $261K | Hold |
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|
2018
Q2 | $243K | Sell |
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|
2018
Q1 | $281K | Hold |
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|
2017
Q4 | $269K | Hold |
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|
2017
Q3 | $252K | Sell |
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|
2017
Q2 | $647K | Sell |
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|
2017
Q1 | $761K | Sell |
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|
2016
Q4 | $806K | Hold |
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|
2016
Q3 | $812K | Sell |
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|
2016
Q2 | $1.35M | Sell |
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|
2016
Q1 | $1.37M | Buy |
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|
2015
Q4 | $1.39M | Hold |
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|
2015
Q3 | $1.29M | Sell |
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|
2015
Q2 | $1.45K | Buy |
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|
2015
Q1 | $1.2M | Buy |
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|
2014
Q4 | $724K | Buy |
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|
2014
Q3 | $692K | Hold |
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|
2014
Q2 | $676K | Buy |
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|
2014
Q1 | $570K | Buy |
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|
2013
Q4 | $366K | Sell |
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|
2013
Q3 | $343K | Buy |
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|
2013
Q2 | $309K | Buy |
|