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Whipplewood Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Whipplewood Advisors’s Portfolio SPGP Stock Details SPGP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$545K Sell
5,061
-22,419
-82% -$2.41M 0.3% 84
2025
Q1 		$472K Buy
27,480
+22,719
+477% +$390K 0.28% 85
2024
Q4 		$499K Buy
+4,761
New +$499K 0.28% 85