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Braun-Bostich & Associates’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Braun-Bostich & Associates’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
-374,580
Closed -$28.7M – 135
2021
Q4 		$28.7M Buy
+374,580
New +$29.2M 6.85% 1

Other funds holding SPHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Braun-Bostich & Associates's SPHB Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2022, closing a stake of 374,580 shares — an estimated $28.7M sold.

Braun-Bostich & Associates first reported a position in SPHB in Q4 2021 and held it in 1 quarter. The position peaked at $28.7M in Q4 2021. 112 funds tracked by Wall St. Rank hold SPHB as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 374,580 Invesco S&P 500 High Beta ETF shares in Q1 2022, an estimated $28.7M.
  • Braun-Bostich & Associates first reported a position in Invesco S&P 500 High Beta ETF in Q4 2021 and held it in 1 quarter.
  • Braun-Bostich & Associates's Invesco S&P 500 High Beta ETF position peaked at $28.7M in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.