GI
SPHB icon

Glovista Investments’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Glovista Investments’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
2017
Q4 		– Sell
-130,714
Closed -$5.16M – 120
2017
Q3 		$5.16M Sell
130,714
-99,991
-43% -$3.77M 0.98% 25
2017
Q2 		$8.56M Buy
+230,705
New +$8.53M 1.88% 15

Other funds holding SPHB

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glovista Investments's SPHB Position: Q4 2017 in Review

Glovista Investments sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q4 2017, closing a stake of 130,714 shares — an estimated $5.16M sold.

Glovista Investments first reported a position in SPHB in Q2 2017 and held it in 2 quarters. The position peaked at $8.56M in Q2 2017. 62 funds tracked by Wall St. Rank hold SPHB as of Q4 2017.

  • Glovista Investments reported no remaining Invesco S&P 500 High Beta ETF position as of Q4 2017 after selling out during the quarter.
  • Glovista Investments sold 130,714 Invesco S&P 500 High Beta ETF shares in Q4 2017, an estimated $5.16M.
  • Glovista Investments first reported a position in Invesco S&P 500 High Beta ETF in Q2 2017 and held it in 2 quarters.
  • Glovista Investments's Invesco S&P 500 High Beta ETF position peaked at $8.56M in Q2 2017.
  • 62 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2017.

Based on Glovista Investments's 13F filing for Q4 2017, filed 15 Feb 2018.