CAPTRUST Financial Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $341K | Hold |
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|
2025
Q2 | $303K | Hold |
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|
2025
Q1 | $243K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $9K | Sell |
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|
2021
Q4 | $75K | Hold |
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|
2021
Q3 | $69K | Hold |
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|
2021
Q2 | $71K | Hold |
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|
2021
Q1 | $66K | Buy |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $5K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $5K | Buy |
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