CWM
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Cedar Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Cedar Wealth Management’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
2026
Q1 		$13.2M Sell
122,786
-4,212
-3% -$479K 3.85% 6
2025
Q4 		$14.5M Sell
126,998
-9,680
-7% -$1.09M 4.33% 6
2025
Q3 		$15.5M Sell
136,678
-5,727
-4% -$635K 4.76% 6
2025
Q2 		$15.3M Sell
142,405
-1,623
-1% -$162K 5.19% 6
2025
Q1 		$14.4M Sell
144,028
-629
-0.4% -$66.3K 5.12% 7
2024
Q4 		$15.2M Sell
144,657
-109
-0.1% -$11.7K 5.49% 7
2024
Q3 		$15.2M Buy
144,766
+175
+0.1% +$17.9K 4.7% 7
2024
Q2 		$14.9M Buy
144,591
+1,169
+0.8% +$120K 4.83% 6
2024
Q1 		$15.3M Buy
143,422
+28,991
+25% +$2.88M 5.02% 6
2023
Q4 		$11.2M Buy
114,431
+34,224
+43% +$3.16M 4.08% 6
2023
Q3 		$7.32M Buy
80,207
+21,352
+36% +$1.99M 2.89% 8
2023
Q2 		$5.34M Buy
58,855
+23,172
+65% +$2M 2.07% 9
2023
Q1 		$3.04M Buy
35,683
+491
+1% +$42.5K 1.25% 15
2022
Q4 		$2.91M Sell
35,192
-689
-2% -$56.8K 1.44% 13
2022
Q3 		$2.69M Buy
35,881
+183
+0.5% +$15.2K 1.33% 14
2022
Q2 		$2.84M Buy
35,698
+836
+2% +$71.3K 1.3% 15
2022
Q1 		$3.18M Buy
34,862
+8
+0% +$724 1.29% 16
2021
Q4 		$3.38M Buy
34,854
+10
+0% +$927 1.37% 14
2021
Q3 		$3.03M Hold
34,844
– – 1.35% 13
2021
Q2 		$3.05M Buy
34,844
+21
+0.1% +$1.8K 1.38% 11
2021
Q1 		$2.84M Sell
34,823
-15,932
-31% -$1.24M 1.41% 10
2020
Q4 		$3.66M Buy
50,755
+82
+0.2% +$5.43K 1.96% 7
2020
Q3 		$3.02M Buy
50,673
+144
+0.3% +$8.47K 1.88% 8
2020
Q2 		$2.78M Buy
50,529
+485
+1% +$25.2K 1.87% 8
2020
Q1 		$2.23M Buy
+50,044
New +$2.86M 1.51% 9

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cedar Wealth Management's SPGP Position: Q1 2026 in Review

Cedar Wealth Management reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 3.3% in Q1 2026, selling an estimated $479K and leaving 122,786 shares worth $13.2M. The position accounts for 3.85% of the portfolio, ranked #6.

Cedar Wealth Management first reported a position in SPGP in Q1 2020 and has held it in 25 quarters since. The position peaked at $15.5M in Q3 2025. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

  • Cedar Wealth Management held 122,786 shares of Invesco S&P 500 GARP ETF worth $13.2M as of Q1 2026.
  • Cedar Wealth Management sold 4,212 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $479K.
  • Invesco S&P 500 GARP ETF made up 3.85% of Cedar Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Cedar Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q1 2020 and has held it in 25 quarters since.
  • Cedar Wealth Management's Invesco S&P 500 GARP ETF position peaked at $15.5M in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.