IFP Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $108K | Hold |
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|
2025
Q2 | $96.1K | Hold |
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|
2025
Q1 | $77.1K | Sell |
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|
2024
Q4 | $89.8K | Hold |
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|
2024
Q3 | $90.4K | Buy |
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|
2024
Q2 | $2.36K | Sell |
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|
2024
Q1 | $43.5K | Sell |
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|
2023
Q4 | $569K | Sell |
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|
2023
Q3 | $974K | Buy |
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|
2023
Q2 | $624K | Sell |
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|
2023
Q1 | $381K | Buy |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $662K | Sell |
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|
2022
Q2 | $740K | Hold |
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|
2022
Q1 | $740K | Sell |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.33M | Sell |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $466K | Buy |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Hold |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $13K | Hold |
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|
2017
Q4 | $13K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $28K | Hold |
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|
2016
Q4 | $27K | Buy |
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