Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Kovitz Investment Group Partners’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
2021
Q4 		– Sell
-4,700
Closed -$344K – 455
2021
Q3 		$344K Buy
+4,700
New +$345K 0.01% 378

Other funds holding SPHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
BBA
Braun-Bostich & Associates Canonsburg, Pennsylvania $160M AUM 17.77% 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

Kovitz Investment Group Partners's SPHB Position: Q4 2021 in Review

Kovitz Investment Group Partners sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q4 2021, closing a stake of 4,700 shares — an estimated $344K sold.

Kovitz Investment Group Partners first reported a position in SPHB in Q3 2021 and held it in 1 quarter. The position peaked at $344K in Q3 2021. 141 funds tracked by Wall St. Rank hold SPHB as of Q4 2021.

  • Kovitz Investment Group Partners reported no remaining Invesco S&P 500 High Beta ETF position as of Q4 2021 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,700 Invesco S&P 500 High Beta ETF shares in Q4 2021, an estimated $344K.
  • Kovitz Investment Group Partners first reported a position in Invesco S&P 500 High Beta ETF in Q3 2021 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Invesco S&P 500 High Beta ETF position peaked at $344K in Q3 2021.
  • 141 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2021.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2021, filed 4 Feb 2022.