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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SA
Shilanski & Associates Anchorage, Alaska $376M AUM 19.08% 1-Year Est. Return