American Financial Network Advisory Services’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

American Financial Network Advisory Services’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 Q3	–	Sell	-5,036	Closed	-$214K	–	134
2019 Q2	$214K	Sell	5,036 -328	-6%	-$13.8K	0.17%	125
2019 Q1	$219K	Sell	5,364 -16,344	-75%	-$654K	0.16%	129
2018 Q4	$766K	Sell	21,708 -3,923	-15%	-$154K	0.54%	52
2018 Q3	$1.15M	Buy	25,631 +25,588	+59,507%	+$1.14M	0.61%	45
2018 Q2	$1.1K	Buy	+43	New	+$1.87K	0.6%	44
2018 Q1	–	Sell	-7,145	Closed	-$304K	–	524
2017 Q4	$304K	Sell	7,145 -1,345	-16%	-$54.9K	0.13%	168
2017 Q3	$335K	Buy	+8,490	New	+$320K	0.14%	171

Other funds holding SPHB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

American Financial Network Advisory Services's SPHB Position: Q3 2019 in Review

American Financial Network Advisory Services sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q3 2019, closing a stake of 5,036 shares — an estimated $214K sold.

American Financial Network Advisory Services first reported a position in SPHB in Q3 2017 and held it in 7 quarters. The position peaked at $1.15M in Q3 2018. 50 funds tracked by Wall St. Rank hold SPHB as of Q3 2019.

American Financial Network Advisory Services reported no remaining Invesco S&P 500 High Beta ETF position as of Q3 2019 after selling out during the quarter.
American Financial Network Advisory Services sold 5,036 Invesco S&P 500 High Beta ETF shares in Q3 2019, an estimated $214K.
American Financial Network Advisory Services first reported a position in Invesco S&P 500 High Beta ETF in Q3 2017 and held it in 7 quarters.
American Financial Network Advisory Services's Invesco S&P 500 High Beta ETF position peaked at $1.15M in Q3 2018.
50 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2019.

Based on American Financial Network Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.