Householder Group Estate & Retirement Specialist’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-34	Closed	-$3K	–	1127
2024 Q3	$3K	Sell	34 -54	-61%	-$4.59K	﹤0.01%	1007
2024 Q2	$7K	Sell	88 -618	-88%	-$51.7K	﹤0.01%	892
2024 Q1	$61.9K	Hold	706	–	–	0.02%	433
2023 Q4	$58K	Hold	706	–	–	0.02%	434
2023 Q3	$49.5K	Buy	+706	New	+$53.2K	0.02%	450
2023 Q1	$54K	Buy	+775	New	+$54.2K	0.02%	430
2022 Q4	–	Sell	-775	Closed	-$44K	–	1014
2022 Q3	$44K	Buy	+775	New	+$50.3K	0.02%	425

Other funds holding SPHB

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPHB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q4 2024, closing a stake of 34 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in SPHB in Q3 2022 and held it in 7 quarters. The position peaked at $61.9K in Q1 2024. 117 funds tracked by Wall St. Rank hold SPHB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P 500 High Beta ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 34 Invesco S&P 500 High Beta ETF shares in Q4 2024, an estimated $3K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P 500 High Beta ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P 500 High Beta ETF position peaked at $61.9K in Q1 2024.
117 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.