Legacy Financial Strategies’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Hold |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $753K | Hold |
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|
2024
Q3 | $758K | Sell |
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|
2024
Q2 | $815K | Sell |
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|
2024
Q1 | $922K | Hold |
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|
2023
Q4 | $866K | Buy |
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|
2023
Q3 | $683K | Buy |
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|
2023
Q2 | $541K | Hold |
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|
2023
Q1 | $496K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $355K | Hold |
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|
2022
Q1 | $461K | Buy |
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|
2021
Q4 | $365K | Buy |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $224K | Buy |
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