Ownership history in Cedar Wealth Management, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which Cedar Wealth Management, LLC reported a position in INVESCO EXCHANGE TRADED FD T (SPGP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 126,998 | -9,680 | -7.1% | 4.33% | $14.5M | $113.86 |
| 2025 Q3 | REDUCED | 136,678 | -5,727 | -4.0% | 4.76% | $15.5M | $113.41 |
| 2025 Q2 | REDUCED | 142,405 | -1,623 | -1.1% | 5.19% | $15.3M | $107.35 |
| 2025 Q1 | REDUCED | 144,028 | -629 | -0.4% | 5.12% | $14.4M | $99.22 |
| 2024 Q4 | REDUCED | 144,657 | -109 | -0.1% | 5.49% | $15.2M | $103.70 |
| 2024 Q3 | ADDED | 144,766 | +175 | +0.1% | 4.70% | $15.2M | $103.10 |
| 2024 Q2 | ADDED | 144,591 | +1,169 | +0.8% | 4.82% | $14.9M | $100.92 |
| 2024 Q1 | ADDED | 143,422 | +28,991 | +25.3% | 5.02% | $15.3M | $104.22 |
| 2023 Q4 | ADDED | 114,431 | +34,224 | +42.7% | 4.08% | $11.2M | $95.59 |
| 2023 Q3 | ADDED | 80,207 | +21,352 | +36.3% | 2.89% | $7.3M | $88.59 |
As of 2025 Q4 — sorted by position size