IHT Wealth Management’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
2026 Q1	$304K	Sell	2,619 -11	-0.4%	-$1.33K	0.01%	1002
2025 Q4	$308K	Sell	2,630 -545	-17%	-$62.1K	0.01%	951
2025 Q3	$349K	Sell	3,175 -204	-6%	-$21.3K	0.01%	868
2025 Q2	$330K	Sell	3,379 -257	-7%	-$21.7K	0.01%	844
2025 Q1	$285K	Sell	3,636 -637	-15%	-$56K	0.01%	879
2024 Q4	$379K	Sell	4,273 -4,550	-52%	-$413K	0.01%	782
2024 Q3	$781K	Buy	8,823 +3,894	+79%	+$331K	0.02%	575
2024 Q2	$416K	Sell	4,929 -796	-14%	-$66.6K	0.02%	689
2024 Q1	$502K	Sell	5,725 -397	-6%	-$32.9K	0.02%	636
2023 Q4	$504K	Sell	6,122 -14,051	-70%	-$1.01M	0.02%	598
2023 Q3	$1.41M	Sell	20,173 -1,051	-5%	-$79.2K	0.07%	268
2023 Q2	$1.62M	Sell	21,224 -1,021	-5%	-$71K	0.08%	227
2023 Q1	$1.56M	Buy	22,245 +193	+0.9%	+$13.5K	0.09%	226
2022 Q4	$1.37M	Buy	22,052 +4,253	+24%	+$268K	0.09%	237
2022 Q3	$1.02M	Buy	+17,799	New	+$1.15M	0.08%	273