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Copley Financial Group’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Copley Financial 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
2024
Q4 		– Sell
-178
Closed -$15.9K – 192
2024
Q3 		$15.9K Buy
+178
New +$15.1K 0.01% 124

Other funds holding SPHB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Copley Financial Group's SPHB Position: Q4 2024 in Review

Copley Financial Group sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q4 2024, closing a stake of 178 shares — an estimated $15.9K sold.

Copley Financial Group first reported a position in SPHB in Q3 2024 and held it in 1 quarter. The position peaked at $15.9K in Q3 2024. 117 funds tracked by Wall St. Rank hold SPHB as of Q4 2024.

  • Copley Financial Group reported no remaining Invesco S&P 500 High Beta ETF position as of Q4 2024 after selling out during the quarter.
  • Copley Financial Group sold 178 Invesco S&P 500 High Beta ETF shares in Q4 2024, an estimated $15.9K.
  • Copley Financial Group first reported a position in Invesco S&P 500 High Beta ETF in Q3 2024 and held it in 1 quarter.
  • Copley Financial Group's Invesco S&P 500 High Beta ETF position peaked at $15.9K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.