CPWA
Cerro Pacific Wealth Advisors’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Buy |
12,224
+1,928
| +19% | +$85.5K | 0.15% | 106 |
|
|
2025
Q1 | $442K | Buy |
10,296
+502
| +5% | +$21.6K | 0.14% | 109 |
|
|
2024
Q4 | $409K | Buy |
9,794
+1,917
| +24% | +$80K | 0.14% | 114 |
|
|
2024
Q3 | $319K | Hold |
7,877
| – | – | 0.12% | 118 |
|
|
2024
Q2 | $319K | Buy |
+7,877
| New | +$319K | 0.12% | 119 |
|