Harel Insurance Investments & Financial Services’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Harel Insurance Investments & Financial Services’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	-95,000	Closed	-$5.92M	–	738
2022 Q4	$5.92M	Hold	95,000	–	–	0.13%	79
2022 Q3	$5.45M	Hold	95,000	–	–	0.13%	89
2022 Q2	$5.57M	Hold	95,000	–	–	0.12%	97
2022 Q1	$7.22M	Buy	+95,000	New	+$7.14M	0.12%	95

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 $253M AUM 28.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SPHB Position: Q1 2023 in Review

Harel Insurance Investments & Financial Services sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2023, closing a stake of 95,000 shares — an estimated $5.92M sold.

Harel Insurance Investments & Financial Services first reported a position in SPHB in Q1 2022 and held it in 4 quarters. The position peaked at $7.22M in Q1 2022. 113 funds tracked by Wall St. Rank hold SPHB as of Q1 2023.

Harel Insurance Investments & Financial Services reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 95,000 Invesco S&P 500 High Beta ETF shares in Q1 2023, an estimated $5.92M.
Harel Insurance Investments & Financial Services first reported a position in Invesco S&P 500 High Beta ETF in Q1 2022 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's Invesco S&P 500 High Beta ETF position peaked at $7.22M in Q1 2022.
113 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2023, filed 2 May 2023.