Medallion Wealth Advisors, LLC’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio SPHB Stock Details SPHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$137K	Sell
2025 Q4	$142K	Buy
2025 Q3	$133K	Hold
2025 Q2	$118K	Buy
2025 Q1	$93.2K	Sell
2024 Q4	$139K	Buy