Hudock Inc’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Hudock Inc’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	-123	Closed	-$9K	–	804
2021 Q4	$9K	Sell	123 -17	-12%	-$1.33K	﹤0.01%	552
2021 Q3	$10K	Hold	140	–	–	﹤0.01%	560
2021 Q2	$10K	Hold	140	–	–	﹤0.01%	534
2021 Q1	$9K	Hold	140	–	–	﹤0.01%	543
2020 Q4	$7K	Buy	+140	New	+$6.99K	﹤0.01%	551
2014 Q1	–	Sell	-1,145	Closed	-$35K	–	590
2013 Q4	$35K	Sell	1,145 -282	-20%	-$8.12K	0.03%	238
2013 Q3	$39K	Buy	1,427 +580	+68%	+$15.3K	0.04%	185
2013 Q2	$21K	Buy	+847	New	+$20.8K	0.03%	261

Other funds holding SPHB

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Hudock Inc's SPHB Position: Q1 2022 in Review

Hudock Inc sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2022, closing a stake of 123 shares — an estimated $9K sold.

Hudock Inc first reported a position in SPHB in Q2 2013 and held it in 8 quarters. The position peaked at $39K in Q3 2013. 112 funds tracked by Wall St. Rank hold SPHB as of Q1 2022.

Hudock Inc reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2022 after selling out during the quarter.
Hudock Inc sold 123 Invesco S&P 500 High Beta ETF shares in Q1 2022, an estimated $9K.
Hudock Inc first reported a position in Invesco S&P 500 High Beta ETF in Q2 2013 and held it in 8 quarters.
Hudock Inc's Invesco S&P 500 High Beta ETF position peaked at $39K in Q3 2013.
112 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2022.

Based on Hudock Inc's 13F filing for Q1 2022, filed 2 May 2022.