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HM Payson & Co’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

HM Payson & Co’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
Q2 		– Sell
-120
Closed -$8.4K – 1050
2023
Q1 		$8.4K Buy
+120
New +$8.39K ﹤0.01% 812

Other funds holding SPHB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $254M AUM 25.17% 1-Year Est. Return

HM Payson & Co's SPHB Position: Q2 2023 in Review

HM Payson & Co sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q2 2023, closing a stake of 120 shares — an estimated $8.4K sold.

HM Payson & Co first reported a position in SPHB in Q1 2023 and held it in 1 quarter. The position peaked at $8.4K in Q1 2023. 113 funds tracked by Wall St. Rank hold SPHB as of Q2 2023.

  • HM Payson & Co reported no remaining Invesco S&P 500 High Beta ETF position as of Q2 2023 after selling out during the quarter.
  • HM Payson & Co sold 120 Invesco S&P 500 High Beta ETF shares in Q2 2023, an estimated $8.4K.
  • HM Payson & Co first reported a position in Invesco S&P 500 High Beta ETF in Q1 2023 and held it in 1 quarter.
  • HM Payson & Co's Invesco S&P 500 High Beta ETF position peaked at $8.4K in Q1 2023.
  • 113 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2023.

Based on HM Payson & Co's 13F filing for Q2 2023, filed 17 Jul 2023.