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Heck Capital Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Heck Capital Advisors’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
Q3 		– Sell
-17,046
Closed -$633K – 88
2017
Q2 		$633K Sell
17,046
-5,172
-23% -$191K 0.37% 26
2017
Q1 		$835K Buy
22,218
+18
+0.1% +$676 0.51% 22
2016
Q4 		$812K Buy
+22,200
New +$772K 0.59% 21

Other funds holding SPHB

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
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Heck Capital Advisors's SPHB Position: Q3 2017 in Review

Heck Capital Advisors sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q3 2017, closing a stake of 17,046 shares — an estimated $633K sold.

Heck Capital Advisors first reported a position in SPHB in Q4 2016 and held it in 3 quarters. The position peaked at $835K in Q1 2017. 44 funds tracked by Wall St. Rank hold SPHB as of Q3 2017.

  • Heck Capital Advisors reported no remaining Invesco S&P 500 High Beta ETF position as of Q3 2017 after selling out during the quarter.
  • Heck Capital Advisors sold 17,046 Invesco S&P 500 High Beta ETF shares in Q3 2017, an estimated $633K.
  • Heck Capital Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q4 2016 and held it in 3 quarters.
  • Heck Capital Advisors's Invesco S&P 500 High Beta ETF position peaked at $835K in Q1 2017.
  • 44 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2017.

Based on Heck Capital Advisors's 13F filing for Q3 2017, filed 19 May 2025.