HWM
SPHB icon

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

HB 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
2022
Q1 		– Sell
-3,502
Closed -$277K – 617
2021
Q4 		$277K Buy
+3,502
New +$273K 0.01% 403

Other funds holding SPHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HB Wealth Management's SPHB Position: Q1 2022 in Review

HB Wealth Management sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2022, closing a stake of 3,502 shares — an estimated $277K sold.

HB Wealth Management first reported a position in SPHB in Q4 2021 and held it in 1 quarter. The position peaked at $277K in Q4 2021. 112 funds tracked by Wall St. Rank hold SPHB as of Q1 2022.

  • HB Wealth Management reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2022 after selling out during the quarter.
  • HB Wealth Management sold 3,502 Invesco S&P 500 High Beta ETF shares in Q1 2022, an estimated $277K.
  • HB Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q4 2021 and held it in 1 quarter.
  • HB Wealth Management's Invesco S&P 500 High Beta ETF position peaked at $277K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2022.

Based on HB Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.