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Allegis Investment Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Allegis Investment Advisors’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
2018
Q1 		$1.72M Buy
+40,450
New +$1.77M 0.53% 38

Other funds holding SPHB

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Allegis Investment Advisors's SPHB Position: Q1 2018 in Review

Allegis Investment Advisors opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q1 2018: 40,450 shares worth $1.72M. The stake represents 0.53% of the portfolio and ranks #38 among its holdings.

65 funds tracked by Wall St. Rank hold SPHB as of Q1 2018.

  • Allegis Investment Advisors held 40,450 shares of Invesco S&P 500 High Beta ETF worth $1.72M as of Q1 2018.
  • Invesco S&P 500 High Beta ETF was a new Allegis Investment Advisors position in Q1 2018.
  • Invesco S&P 500 High Beta ETF made up 0.53% of Allegis Investment Advisors's portfolio in Q1 2018, its #38 holding.
  • 65 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.