Foresight Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Foresight Wealth Management’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
2020 Q1	–	Sell	-4,753	Closed	-$222K	–	123
2019 Q4	$222K	Buy	+4,753	New	+$207K	0.14%	89
2019 Q3	–	Sell	-5,229	Closed	-$224K	–	128
2019 Q2	$224K	Sell	5,229 -400	-7%	-$16.9K	0.17%	91
2019 Q1	$234K	Buy	5,629 +4,718	+518%	+$189K	0.2%	83
2018 Q4	$32K	Buy	+911	New	+$35.8K	0.03%	90

Other funds holding SPHB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Shilanski & Associates Anchorage, Alaska $376M AUM 19.08% 1-Year Est. Return

Foresight Wealth Management's SPHB Position: Q1 2020 in Review

Foresight Wealth Management sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2020, closing a stake of 4,753 shares — an estimated $222K sold.

Foresight Wealth Management first reported a position in SPHB in Q4 2018 and held it in 4 quarters. The position peaked at $234K in Q1 2019. 51 funds tracked by Wall St. Rank hold SPHB as of Q1 2020.

Foresight Wealth Management reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2020 after selling out during the quarter.
Foresight Wealth Management sold 4,753 Invesco S&P 500 High Beta ETF shares in Q1 2020, an estimated $222K.
Foresight Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q4 2018 and held it in 4 quarters.
Foresight Wealth Management's Invesco S&P 500 High Beta ETF position peaked at $234K in Q1 2019.
51 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2020.

Based on Foresight Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.