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Krilogy Financial’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Krilogy Financial’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
2018
Q1 		– Sell
-11
Closed – – 809
2017
Q4 		$0 Hold
11
– – ﹤0.01% 832
2017
Q3 		$0 Hold
11
– – ﹤0.01% 843
2017
Q2 		$0 Hold
11
– – ﹤0.01% 773
2017
Q1 		$0 Hold
11
– – ﹤0.01% 720
2016
Q4 		$0 Hold
11
– – ﹤0.01% 758
2016
Q3 		$0 Hold
11
– – ﹤0.01% 769
2016
Q2 		$0 Buy
+11
New +$328 ﹤0.01% 761

Other funds holding SPHB

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Krilogy Financial's SPHB Position: Q1 2018 in Review

Krilogy Financial sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2018, closing a stake of 11 shares.

Krilogy Financial first reported a position in SPHB in Q2 2016 and held it in 7 quarters. The position peaked at $0 in Q4 2017. 65 funds tracked by Wall St. Rank hold SPHB as of Q1 2018.

  • Krilogy Financial reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2018 after selling out during the quarter.
  • Krilogy Financial sold 11 Invesco S&P 500 High Beta ETF shares in Q1 2018.
  • Krilogy Financial first reported a position in Invesco S&P 500 High Beta ETF in Q2 2016 and held it in 7 quarters.
  • Krilogy Financial's Invesco S&P 500 High Beta ETF position peaked at $0 in Q4 2017.
  • 65 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2018.

Based on Krilogy Financial's 13F filing for Q1 2018, filed 15 May 2018.