Aviance Capital Partners’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Aviance Capital 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
2022 Q1	–	Sell	-15,000	Closed	-$1.19M	–	263
2021 Q4	$1.19M	Sell	15,000 -15,000	-50%	-$1.17M	0.2%	128
2021 Q3	$2.19M	Hold	30,000	–	–	0.39%	61
2021 Q2	$2.27M	Hold	30,000	–	–	0.4%	61
2021 Q1	$2.09M	Buy	+30,000	New	+$1.94M	0.4%	62

Other funds holding SPHB

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

RJFSA

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AWM

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aviance Capital Partners's SPHB Position: Q1 2022 in Review

Aviance Capital Partners sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2022, closing a stake of 15,000 shares — an estimated $1.19M sold.

Aviance Capital Partners first reported a position in SPHB in Q1 2021 and held it in 4 quarters. The position peaked at $2.27M in Q2 2021. 112 funds tracked by Wall St. Rank hold SPHB as of Q1 2022.

Aviance Capital Partners reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2022 after selling out during the quarter.
Aviance Capital Partners sold 15,000 Invesco S&P 500 High Beta ETF shares in Q1 2022, an estimated $1.19M.
Aviance Capital Partners first reported a position in Invesco S&P 500 High Beta ETF in Q1 2021 and held it in 4 quarters.
Aviance Capital Partners's Invesco S&P 500 High Beta ETF position peaked at $2.27M in Q2 2021.
112 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2022.

Based on Aviance Capital Partners's 13F filing for Q1 2022, filed 6 May 2022.