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HBW Advisory Services’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

HBW Advisory 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
2025
Q1 		– Sell
-2,413
Closed -$214K – 421
2024
Q4 		$214K Buy
+2,413
New +$219K 0.02% 354
2022
Q4 		– Sell
-49,899
Closed -$2.86M – 274
2022
Q3 		$2.86M Buy
+49,899
New +$3.24M 0.8% 40
2022
Q2 		– Sell
-5,913
Closed -$449K – 248
2022
Q1 		$449K Sell
5,913
-1,019
-15% -$76.5K 0.16% 147
2021
Q4 		$548K Sell
6,932
-1,521
-18% -$119K 0.13% 157
2021
Q3 		$618K Buy
8,453
+2,400
+40% +$176K 0.16% 134
2021
Q2 		$457K Buy
6,053
+1,241
+26% +$92K 0.12% 163
2021
Q1 		$335K Buy
+4,812
New +$311K 0.09% 180

Other funds holding SPHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return