Fingerlakes Wealth Management’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
$391K Hold
2025
Q2
$347K Buy
2025
Q1
$273K Hold
2024
Q4
$309K Hold
2024
Q3
$311K Hold
2024
Q2
$294K Hold
2024
Q1
$306K Hold
2023
Q4
$287K Buy