Ausdal Financial Partners’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Ausdal Financial 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
2021 Q2	–	Sell	-9,989	Closed	-$695K	–	489
2021 Q1	$695K	Buy	+9,989	New	+$646K	0.12%	199
2017 Q2	–	Sell	-12,194	Closed	-$458K	–	329
2017 Q1	$458K	Buy	12,194 +286	+2%	+$10.7K	0.21%	126
2016 Q4	$436K	Buy	+11,908	New	+$414K	0.2%	127

Other funds holding SPHB

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

Ausdal Financial Partners's SPHB Position: Q2 2021 in Review

Ausdal Financial Partners sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q2 2021, closing a stake of 9,989 shares — an estimated $695K sold.

Ausdal Financial Partners first reported a position in SPHB in Q4 2016 and held it in 3 quarters. The position peaked at $695K in Q1 2021. 146 funds tracked by Wall St. Rank hold SPHB as of Q2 2021.

Ausdal Financial Partners reported no remaining Invesco S&P 500 High Beta ETF position as of Q2 2021 after selling out during the quarter.
Ausdal Financial Partners sold 9,989 Invesco S&P 500 High Beta ETF shares in Q2 2021, an estimated $695K.
Ausdal Financial Partners first reported a position in Invesco S&P 500 High Beta ETF in Q4 2016 and held it in 3 quarters.
Ausdal Financial Partners's Invesco S&P 500 High Beta ETF position peaked at $695K in Q1 2021.
146 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2021.

Based on Ausdal Financial Partners's 13F filing for Q2 2021, filed 19 Jul 2021.