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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,829	Closed	-$251K	–	926
2024 Q4	$251K	Buy	+2,829	New	+$251K	0.01%	729
2022 Q4	–	Sell	-4,897	Closed	-$281K	–	678
2022 Q3	$281K	Buy	+4,897	New	+$281K	0.03%	412