EWG Elevate’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

EWG Elevate’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	-158	Closed	-$9.85K	–	668
2022 Q4	$9.85K	Buy	+158	New	+$9.95K	0.01%	386
2021 Q3	–	Sell	-3,362	Closed	-$257K	–	97
2021 Q2	$257K	Buy	+3,362	New	+$249K	0.1%	71

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

EWG Elevate's SPHB Position: Q1 2023 in Review

EWG Elevate sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2023, closing a stake of 158 shares — an estimated $9.85K sold.

EWG Elevate first reported a position in SPHB in Q2 2021 and held it in 2 quarters. The position peaked at $257K in Q2 2021. 113 funds tracked by Wall St. Rank hold SPHB as of Q1 2023.

EWG Elevate reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 158 Invesco S&P 500 High Beta ETF shares in Q1 2023, an estimated $9.85K.
EWG Elevate first reported a position in Invesco S&P 500 High Beta ETF in Q2 2021 and held it in 2 quarters.
EWG Elevate's Invesco S&P 500 High Beta ETF position peaked at $257K in Q2 2021.
113 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.