Chicago Partners Investment Group’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Chicago Partners Investment Group’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 Q3	–	Sell	-5,172	Closed	-$351K	–	625
2022 Q2	$351K	Hold	5,172	–	–	0.03%	407
2022 Q1	$328K	Hold	5,172	–	–	0.03%	404
2021 Q4	$386K	Hold	5,172	–	–	0.03%	387
2021 Q3	$418K	Hold	5,172	–	–	0.03%	366
2021 Q2	$377K	Hold	5,172	–	–	0.03%	381
2021 Q1	$371K	Buy	+5,172	New	+$334K	0.03%	355

Other funds holding SPHB

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

Chicago Partners Investment Group's SPHB Position: Q3 2022 in Review

Chicago Partners Investment Group sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q3 2022, closing a stake of 5,172 shares — an estimated $351K sold.

Chicago Partners Investment Group first reported a position in SPHB in Q1 2021 and held it in 6 quarters. The position peaked at $418K in Q3 2021. 102 funds tracked by Wall St. Rank hold SPHB as of Q3 2022.

Chicago Partners Investment Group reported no remaining Invesco S&P 500 High Beta ETF position as of Q3 2022 after selling out during the quarter.
Chicago Partners Investment Group sold 5,172 Invesco S&P 500 High Beta ETF shares in Q3 2022, an estimated $351K.
Chicago Partners Investment Group first reported a position in Invesco S&P 500 High Beta ETF in Q1 2021 and held it in 6 quarters.
Chicago Partners Investment Group's Invesco S&P 500 High Beta ETF position peaked at $418K in Q3 2021.
102 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2022.

Based on Chicago Partners Investment Group's 13F filing for Q3 2022, filed 9 Nov 2022.