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Cornerstone Wealth Group’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Cornerstone Wealth 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
2021
Q1 		– Sell
-53,236
Closed -$3.02M – 178
2020
Q4 		$3.02M Buy
+53,236
New +$2.66M 0.74% 35

Other funds holding SPHB

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Cornerstone Wealth Group's SPHB Position: Q1 2021 in Review

Cornerstone Wealth Group sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2021, closing a stake of 53,236 shares — an estimated $3.02M sold.

Cornerstone Wealth Group first reported a position in SPHB in Q4 2020 and held it in 1 quarter. The position peaked at $3.02M in Q4 2020. 128 funds tracked by Wall St. Rank hold SPHB as of Q1 2021.

  • Cornerstone Wealth Group reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2021 after selling out during the quarter.
  • Cornerstone Wealth Group sold 53,236 Invesco S&P 500 High Beta ETF shares in Q1 2021, an estimated $3.02M.
  • Cornerstone Wealth Group first reported a position in Invesco S&P 500 High Beta ETF in Q4 2020 and held it in 1 quarter.
  • Cornerstone Wealth Group's Invesco S&P 500 High Beta ETF position peaked at $3.02M in Q4 2020.
  • 128 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2021.

Based on Cornerstone Wealth Group's 13F filing for Q1 2021, filed 26 Apr 2021.