Credit Suisse’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Credit Suisse’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
2023 Q1	–	Sell	-1,680	Closed	-$105K	–	3662
2022 Q4	$105K	Sell	1,680 -774	-32%	-$48.7K	﹤0.01%	3324
2022 Q3	$141K	Sell	2,454 -311	-11%	-$20.2K	﹤0.01%	3348
2022 Q2	$162K	Buy	+2,765	New	+$184K	﹤0.01%	3406

Other funds holding SPHB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Credit Suisse's SPHB Position: Q1 2023 in Review

Credit Suisse sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2023, closing a stake of 1,680 shares — an estimated $105K sold.

Credit Suisse first reported a position in SPHB in Q2 2022 and held it in 3 quarters. The position peaked at $162K in Q2 2022. 113 funds tracked by Wall St. Rank hold SPHB as of Q1 2023.

Credit Suisse reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 1,680 Invesco S&P 500 High Beta ETF shares in Q1 2023, an estimated $105K.
Credit Suisse first reported a position in Invesco S&P 500 High Beta ETF in Q2 2022 and held it in 3 quarters.
Credit Suisse's Invesco S&P 500 High Beta ETF position peaked at $162K in Q2 2022.
113 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.