Atria Wealth Solutions’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
+10,289
| New | +$1M | 0.02% | 632 |
|
|
2024
Q4 | – | Sell |
-2,271
| Closed | -$203K | – | 2056 |
|
|
2024
Q3 | $203K | Sell |
2,271
-4,821
| -68% | -$430K | ﹤0.01% | 1769 |
|
|
2024
Q2 | $599K | Sell |
7,092
-322
| -4% | -$27.2K | 0.01% | 1140 |
|
|
2024
Q1 | $650K | Buy |
7,414
+4,701
| +173% | +$412K | 0.01% | 1121 |
|
|
2023
Q4 | $224K | Buy |
+2,713
| New | +$224K | ﹤0.01% | 1691 |
|
|
2023
Q3 | – | Sell |
-2,861
| Closed | -$219K | – | 1958 |
|
|
2023
Q2 | $219K | Sell |
2,861
-2,946
| -51% | -$225K | ﹤0.01% | 1630 |
|
|
2023
Q1 | $406K | Buy |
+5,807
| New | +$406K | 0.01% | 1251 |
|