BFA
SPHB icon

Brendel Financial Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Brendel Financial Advisors’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
2020
Q2 		– Sell
-9,346
Closed -$273K – 91
2020
Q1 		$273K Buy
+9,346
New +$385K 0.32% 63

Other funds holding SPHB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brendel Financial Advisors's SPHB Position: Q2 2020 in Review

Brendel Financial Advisors sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q2 2020, closing a stake of 9,346 shares — an estimated $273K sold.

Brendel Financial Advisors first reported a position in SPHB in Q1 2020 and held it in 1 quarter. The position peaked at $273K in Q1 2020. 55 funds tracked by Wall St. Rank hold SPHB as of Q2 2020.

  • Brendel Financial Advisors reported no remaining Invesco S&P 500 High Beta ETF position as of Q2 2020 after selling out during the quarter.
  • Brendel Financial Advisors sold 9,346 Invesco S&P 500 High Beta ETF shares in Q2 2020, an estimated $273K.
  • Brendel Financial Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q1 2020 and held it in 1 quarter.
  • Brendel Financial Advisors's Invesco S&P 500 High Beta ETF position peaked at $273K in Q1 2020.
  • 55 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2020.

Based on Brendel Financial Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.