Kistler-Tiffany Companies’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$1.39M	Buy	18,167 +150	+0.8%	+$10.4K	0.23%	88
2023 Q1	$1.26M	Sell	18,017 -203	-1%	-$14.2K	0.24%	78
2022 Q4	$1.14M	Buy	18,220 +9,431	+107%	+$594K	0.23%	81
2022 Q3	$504K	Buy	8,789 +331	+4%	+$21.5K	0.11%	128
2022 Q2	$496K	Sell	8,458 -57	-0.7%	-$3.8K	0.11%	127
2022 Q1	$647K	Buy	8,515 +7,110	+506%	+$534K	0.12%	111
2021 Q4	$111K	Hold	1,405	–	–	0.02%	273
2021 Q3	$103K	Buy	1,405 +900	+178%	+$66.1K	0.02%	273
2021 Q2	$38K	Buy	+505	New	+$37.5K	0.01%	399

Other funds holding SPHB

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

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

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

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

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

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

RJA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return

Kistler-Tiffany Companies's SPHB Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 0.83% in Q2 2023, buying an estimated $10.4K and bringing the position to 18,167 shares worth $1.39M. The position accounts for 0.23% of the portfolio, ranked #88.

Kistler-Tiffany Companies first reported a position in SPHB in Q2 2021 and has held it in 9 quarters since. 113 funds tracked by Wall St. Rank hold SPHB as of Q2 2023.

Kistler-Tiffany Companies held 18,167 shares of Invesco S&P 500 High Beta ETF worth $1.39M as of Q2 2023.
Kistler-Tiffany Companies bought 150 Invesco S&P 500 High Beta ETF shares in Q2 2023, an estimated $10.4K.
Invesco S&P 500 High Beta ETF made up 0.23% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #88 holding.
Kistler-Tiffany Companies first reported a position in Invesco S&P 500 High Beta ETF in Q2 2021 and has held it in 9 quarters since.
113 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.