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Almanack Investment Partners’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Almanack Investment Partners’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
2019
Q2 		– Sell
-168,129
Closed -$6.99M – 282
2019
Q1 		$6.99M Buy
+168,129
New +$6.73M 1.98% 15

Other funds holding SPHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Almanack Investment Partners's SPHB Position: Q2 2019 in Review

Almanack Investment Partners sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q2 2019, closing a stake of 168,129 shares — an estimated $6.99M sold.

Almanack Investment Partners first reported a position in SPHB in Q1 2019 and held it in 1 quarter. The position peaked at $6.99M in Q1 2019. 47 funds tracked by Wall St. Rank hold SPHB as of Q2 2019.

  • Almanack Investment Partners reported no remaining Invesco S&P 500 High Beta ETF position as of Q2 2019 after selling out during the quarter.
  • Almanack Investment Partners sold 168,129 Invesco S&P 500 High Beta ETF shares in Q2 2019, an estimated $6.99M.
  • Almanack Investment Partners first reported a position in Invesco S&P 500 High Beta ETF in Q1 2019 and held it in 1 quarter.
  • Almanack Investment Partners's Invesco S&P 500 High Beta ETF position peaked at $6.99M in Q1 2019.
  • 47 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2019.

Based on Almanack Investment Partners's 13F filing for Q2 2019, filed 31 Jul 2019.