KFG Wealth Management’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
2024 Q1	–	Sell	-94,692	Closed	-$7.8M	–	162
2023 Q4	$7.8M	Sell	94,692 -10,424	-10%	-$859K	3.56%	6
2023 Q3	$7.37M	Buy	+105,116	New	+$7.37M	4%	5