CPWA
Cerro Pacific Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Buy |
58,571
+9,120
| +18% | +$650K | 1.16% | 23 |
|
|
2025
Q1 | $3.31M | Buy |
49,451
+5,848
| +13% | +$392K | 1.08% | 25 |
|
|
2024
Q4 | $2.93M | Buy |
43,603
+12,379
| +40% | +$833K | 0.97% | 29 |
|
|
2024
Q3 | $1.98M | Buy |
31,224
+1,400
| +5% | +$89K | 0.75% | 42 |
|
|
2024
Q2 | $1.9M | Buy |
+29,824
| New | +$1.9M | 0.72% | 43 |
|