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Chicago Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Chicago Wealth Management’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
2025
Q1 		– Sell
-14,494
Closed -$1.28M – 51
2024
Q4 		$1.28M Buy
14,494
+5,665
+64% +$515K 0.67% 25
2024
Q3 		$788K Buy
8,829
+2,394
+37% +$203K 0.42% 32
2024
Q2 		$543K Buy
6,435
+3,656
+132% +$306K 0.31% 34
2024
Q1 		$244K Buy
+2,779
New +$230K 0.14% 46

Other funds holding SPHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Chicago Wealth Management's SPHB Position: Q1 2025 in Review

Chicago Wealth Management sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2025, closing a stake of 14,494 shares — an estimated $1.28M sold.

Chicago Wealth Management first reported a position in SPHB in Q1 2024 and held it in 4 quarters. The position peaked at $1.28M in Q4 2024. 110 funds tracked by Wall St. Rank hold SPHB as of Q1 2025.

  • Chicago Wealth Management reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2025 after selling out during the quarter.
  • Chicago Wealth Management sold 14,494 Invesco S&P 500 High Beta ETF shares in Q1 2025, an estimated $1.28M.
  • Chicago Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q1 2024 and held it in 4 quarters.
  • Chicago Wealth Management's Invesco S&P 500 High Beta ETF position peaked at $1.28M in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2025.

Based on Chicago Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.