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Lindbrook Capital’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Lindbrook Capital’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
Q3 		– Sell
-231
Closed -$14K – 2892
2022
Q2 		$14K Buy
+231
New +$15.4K ﹤0.01% 1131

Other funds holding SPHB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lindbrook Capital's SPHB Position: Q3 2022 in Review

Lindbrook Capital sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q3 2022, closing a stake of 231 shares — an estimated $14K sold.

Lindbrook Capital first reported a position in SPHB in Q2 2022 and held it in 1 quarter. The position peaked at $14K in Q2 2022. 102 funds tracked by Wall St. Rank hold SPHB as of Q3 2022.

  • Lindbrook Capital reported no remaining Invesco S&P 500 High Beta ETF position as of Q3 2022 after selling out during the quarter.
  • Lindbrook Capital sold 231 Invesco S&P 500 High Beta ETF shares in Q3 2022, an estimated $14K.
  • Lindbrook Capital first reported a position in Invesco S&P 500 High Beta ETF in Q2 2022 and held it in 1 quarter.
  • Lindbrook Capital's Invesco S&P 500 High Beta ETF position peaked at $14K in Q2 2022.
  • 102 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2022.

Based on Lindbrook Capital's 13F filing for Q3 2022, filed 10 Nov 2022.