Creative Planning’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.67M | Sell |
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|
2025
Q2 | $1.81M | Sell |
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|
2025
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $1.89M | Hold |
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|
2024
Q2 | $1.79M | Sell |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $3.51M | Buy |
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|
2023
Q3 | $2.05M | Buy |
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|
2023
Q2 | $921K | Buy |
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|
2023
Q1 | $699K | Buy |
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|
2022
Q4 | $496K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $899K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $23K | Sell |
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|
2016
Q4 | $1.77M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $22K | Hold |
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|
2014
Q4 | $22K | Hold |
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|
2014
Q3 | $21K | Hold |
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|
2014
Q2 | $21K | Buy |
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|
2014
Q1 | $0 | Hold |
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|
2013
Q4 | $0 | Hold |
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|
2013
Q3 | $0 | Hold |
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|
2013
Q2 | $0 | Buy |
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