Cape Investment Advisory’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Cape Investment Advisory’s Portfolio SPHB Stock Details SPHB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$30.3K	Hold
2025 Q1	$24.3K	Buy
2024 Q4	$21.3K	Hold
2024 Q3	$21.4K	Buy
2024 Q2	$20.2K	Hold
2024 Q1	$20.9K	Buy
2023 Q4	$19.6K	Buy
2023 Q3	$16.7K	Hold
2023 Q2	$18.1K	Hold
2023 Q1	$16.5K	Buy