Betterment LLC’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
Q2 | $240K | Sell |
2,460
-418
| -15% | -$40.8K | ﹤0.01% | 469 |
|
|
2025
Q1 | $225K | Buy |
2,878
+278
| +11% | +$21.7K | ﹤0.01% | 442 |
|
|
2024
Q4 | $230K | Sell |
2,600
-85
| -3% | -$7.52K | ﹤0.01% | 420 |
|
|
2024
Q3 | $240K | Sell |
2,685
-286
| -10% | -$25.6K | ﹤0.01% | 405 |
|
|
2024
Q2 | $251K | Sell |
2,971
-958
| -24% | -$80.9K | ﹤0.01% | 363 |
|
|
2024
Q1 | $345K | Buy |
3,929
+81
| +2% | +$7.11K | ﹤0.01% | 295 |
|
|
2023
Q4 | $317K | Buy |
3,848
+99
| +3% | +$8.16K | ﹤0.01% | 268 |
|
|
2023
Q3 | $263K | Buy |
3,749
+73
| +2% | +$5.12K | ﹤0.01% | 272 |
|
|
2023
Q2 | $281K | Buy |
3,676
+7
| +0.2% | +$535 | ﹤0.01% | 253 |
|
|
2023
Q1 | $257K | Buy |
+3,669
| New | +$257K | ﹤0.01% | 242 |
|