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Johnson Financial Group Inc (Wisconsin)’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q4 		– Sell
-1,385
Closed -$79K – 670
2022
Q3 		$79K Buy
+1,385
New +$89.8K 0.01% 314

Other funds holding SPHB

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SPHB Position: Q4 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q4 2022, closing a stake of 1,385 shares — an estimated $79K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SPHB in Q3 2022 and held it in 1 quarter. The position peaked at $79K in Q3 2022. 102 funds tracked by Wall St. Rank hold SPHB as of Q4 2022.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco S&P 500 High Beta ETF position as of Q4 2022 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,385 Invesco S&P 500 High Beta ETF shares in Q4 2022, an estimated $79K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco S&P 500 High Beta ETF in Q3 2022 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Invesco S&P 500 High Beta ETF position peaked at $79K in Q3 2022.
  • 102 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2022, filed 13 Feb 2023.