IWC
Integrated Wealth Concepts’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,785
| Closed | -$424K | – | 1824 |
|
|
2024
Q4 | $424K | Sell |
4,785
-68
| -1% | -$6.03K | ﹤0.01% | 1202 |
|
|
2024
Q3 | $433K | Sell |
4,853
-17,130
| -78% | -$1.53M | 0.01% | 1153 |
|
|
2024
Q2 | $1.86M | Buy |
21,983
+17,406
| +380% | +$1.47M | 0.03% | 527 |
|
|
2024
Q1 | $402K | Buy |
+4,577
| New | +$402K | 0.01% | 1154 |
|