Advisor Consultant Network’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Advisor Consultant Network’s Portfolio SPHB Stock Details SPHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$1.26M	Buy	+38,407	New	+$1.21M	0.18%	100

Other funds holding SPHB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor Consultant Network's SPHB Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q3 2016: 38,407 shares worth $1.26M. The stake represents 0.18% of the portfolio and ranks #100 among its holdings.

43 funds tracked by Wall St. Rank hold SPHB as of Q3 2016.

Advisor Consultant Network held 38,407 shares of Invesco S&P 500 High Beta ETF worth $1.26M as of Q3 2016.
Invesco S&P 500 High Beta ETF was a new Advisor Consultant Network position in Q3 2016.
Invesco S&P 500 High Beta ETF made up 0.18% of Advisor Consultant Network's portfolio in Q3 2016, its #100 holding.
43 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.