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Cerro Pacific Wealth Advisors’s SP Funds S&P World ex-US ETF SPWO Stock Holding History

Cerro Pacific Wealth Advisors’s Portfolio SPWO Stock Details SPWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$221K Buy
+7,829
New +$229K 0.06% 148

Other funds holding SPWO

S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
RF
rebel Financial Groveport, Ohio $231M AUM 12.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return