Boston Financial Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Boston Financial 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
2024 Q4	$273K	Buy	+3,085	New	+$280K	0.01%	299

Other funds holding SPHB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

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

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

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

Boston Financial Management's SPHB Position: Q4 2024 in Review

Boston Financial Management opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q4 2024: 3,085 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings.

117 funds tracked by Wall St. Rank hold SPHB as of Q4 2024.

Boston Financial Management held 3,085 shares of Invesco S&P 500 High Beta ETF worth $273K as of Q4 2024.
Invesco S&P 500 High Beta ETF was a new Boston Financial Management position in Q4 2024.
Invesco S&P 500 High Beta ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #299 holding.
117 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.