Kingsview Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Kingsview Wealth Management’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 Q2	–	Sell	-2,866	Closed	-$218K	–	915
2022 Q1	$218K	Buy	+2,866	New	+$215K	0.01%	795
2021 Q3	–	Sell	-12,918	Closed	-$986K	–	1004
2021 Q2	$986K	Buy	+12,918	New	+$958K	0.05%	383

Other funds holding SPHB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

Kingsview Wealth Management's SPHB Position: Q2 2022 in Review

Kingsview Wealth Management sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q2 2022, closing a stake of 2,866 shares — an estimated $218K sold.

Kingsview Wealth Management first reported a position in SPHB in Q2 2021 and held it in 2 quarters. The position peaked at $986K in Q2 2021. 95 funds tracked by Wall St. Rank hold SPHB as of Q2 2022.

Kingsview Wealth Management reported no remaining Invesco S&P 500 High Beta ETF position as of Q2 2022 after selling out during the quarter.
Kingsview Wealth Management sold 2,866 Invesco S&P 500 High Beta ETF shares in Q2 2022, an estimated $218K.
Kingsview Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q2 2021 and held it in 2 quarters.
Kingsview Wealth Management's Invesco S&P 500 High Beta ETF position peaked at $986K in Q2 2021.
95 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2022.

Based on Kingsview Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.