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Atticus Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Atticus Wealth Management’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
2023
Q4 		– Sell
-22
Closed -$1.55K – 603
2023
Q3 		$1.55K Sell
22
-101
-82% -$7.61K ﹤0.01% 518
2023
Q2 		$9.43K Sell
123
-54
-31% -$3.75K ﹤0.01% 405
2023
Q1 		$12.4K Buy
+177
New +$12.4K ﹤0.01% 366

Other funds holding SPHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Atticus Wealth Management's SPHB Position: Q4 2023 in Review

Atticus Wealth Management sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q4 2023, closing a stake of 22 shares — an estimated $1.55K sold.

Atticus Wealth Management first reported a position in SPHB in Q1 2023 and held it in 3 quarters. The position peaked at $12.4K in Q1 2023. 125 funds tracked by Wall St. Rank hold SPHB as of Q4 2023.

  • Atticus Wealth Management reported no remaining Invesco S&P 500 High Beta ETF position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 22 Invesco S&P 500 High Beta ETF shares in Q4 2023, an estimated $1.55K.
  • Atticus Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q1 2023 and held it in 3 quarters.
  • Atticus Wealth Management's Invesco S&P 500 High Beta ETF position peaked at $12.4K in Q1 2023.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.