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Cyndeo Wealth Partners’s iShares S&P 100 ETF OEF Stock Holding History

Cyndeo Wealth Partners’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Buy
3,530
+70
+2% +$25.1K 0.06% 232
2026
Q1 		$1.1M Sell
3,460
-101
-3% -$33.9K 0.06% 226
2025
Q4 		$1.22M Sell
3,561
-168
-5% -$57.1K 0.07% 217
2025
Q3 		$1.24M Sell
3,729
-165
-4% -$52.5K 0.07% 206
2025
Q2 		$1.19M Sell
3,894
-3,497
-47% -$974K 0.07% 207
2025
Q1 		$2M Buy
7,391
+3,912
+112% +$1.12M 0.13% 162
2024
Q4 		$1M Sell
3,479
-23
-0.7% -$6.58K 0.07% 214
2024
Q3 		$969K Sell
3,502
-4,827
-58% -$1.29M 0.07% 217
2024
Q2 		$2.2M Buy
8,329
+1,478
+22% +$370K 0.17% 153
2024
Q1 		$1.7M Buy
6,851
+2,108
+44% +$497K 0.14% 164
2023
Q4 		$1.06M Buy
+4,743
New +$997K 0.1% 180

Other funds holding OEF

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Cyndeo Wealth Partners's OEF Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares S&P 100 ETF (OEF) stake by 2% in Q2 2026, buying an estimated $25.1K and bringing the position to 3,530 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #232.

Cyndeo Wealth Partners first reported a position in OEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.2M in Q2 2024. 242 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Cyndeo Wealth Partners held 3,530 shares of iShares S&P 100 ETF worth $1.29M as of Q2 2026.
  • Cyndeo Wealth Partners bought 70 iShares S&P 100 ETF shares in Q2 2026, an estimated $25.1K.
  • iShares S&P 100 ETF made up 0.06% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #232 holding.
  • Cyndeo Wealth Partners first reported a position in iShares S&P 100 ETF in Q4 2023 and has held it in 11 quarters since.
  • Cyndeo Wealth Partners's iShares S&P 100 ETF position peaked at $2.2M in Q2 2024.
  • 242 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.