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 Q2	$12.3M	Sell	100,836 -21,950	-18%	-$2.58M	3.17%	7
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Cedar Wealth Management's SPGP Position: Q2 2026 in Review

Cedar Wealth Management reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 18% in Q2 2026, selling an estimated $2.58M and leaving 100,836 shares worth $12.3M. The position accounts for 3.17% of the portfolio, ranked #7.

Cedar Wealth Management first reported a position in SPGP in Q1 2020 and has held it in 26 quarters since. The position peaked at $15.5M in Q3 2025. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Cedar Wealth Management held 100,836 shares of Invesco S&P 500 GARP ETF worth $12.3M as of Q2 2026.
Cedar Wealth Management sold 21,950 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $2.58M.
Invesco S&P 500 GARP ETF made up 3.17% of Cedar Wealth Management's portfolio in Q2 2026, its #7 holding.
Cedar Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q1 2020 and has held it in 26 quarters since.
Cedar Wealth Management's Invesco S&P 500 GARP ETF position peaked at $15.5M in Q3 2025.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.