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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,494	Closed	-$1.28M	–	51
2024 Q4	$1.28M	Buy	14,494 +5,665	+64%	+$502K	0.67%	25
2024 Q3	$788K	Buy	8,829 +2,394	+37%	+$214K	0.42%	32
2024 Q2	$543K	Buy	6,435 +3,656	+132%	+$309K	0.31%	34
2024 Q1	$244K	Buy	+2,779	New	+$244K	0.14%	46