Jones Financial Companies’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
11,263
+2,496
| +28% | +$242K | ﹤0.01% | 973 |
|
|
2025
Q1 | $689K | Buy |
8,767
+4,010
| +84% | +$315K | ﹤0.01% | 1008 |
|
|
2024
Q4 | $422K | Buy |
4,757
+3,839
| +418% | +$340K | ﹤0.01% | 1057 |
|
|
2024
Q3 | $82.2K | Buy |
918
+221
| +32% | +$19.8K | ﹤0.01% | 1463 |
|
|
2024
Q2 | $58.9K | Buy |
697
+523
| +301% | +$44.2K | ﹤0.01% | 1192 |
|
|
2024
Q1 | $15.3K | Buy |
+174
| New | +$15.3K | ﹤0.01% | 966 |
|