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Live Your Vision’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Live Your Vision’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
2017
Q4 		– Sell
-103
Closed -$4K – 284
2017
Q3 		$4K Hold
103
– – ﹤0.01% 225
2017
Q2 		$4K Hold
103
– – ﹤0.01% 245
2017
Q1 		$4K Buy
103
+1
+1% +$38 ﹤0.01% 251
2016
Q4 		$4K Hold
102
– – ﹤0.01% 240
2016
Q3 		$3K Buy
+102
New +$3.22K ﹤0.01% 253
2015
Q4 		– Sell
-100
Closed -$3K – 237
2015
Q3 		$3K Buy
+100
New +$3.12K ﹤0.01% 263

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 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
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Live Your Vision's SPHB Position: Q4 2017 in Review

Live Your Vision sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q4 2017, closing a stake of 103 shares — an estimated $4K sold.

Live Your Vision first reported a position in SPHB in Q3 2015 and held it in 6 quarters. The position peaked at $4K in Q3 2017. 62 funds tracked by Wall St. Rank hold SPHB as of Q4 2017.

  • Live Your Vision reported no remaining Invesco S&P 500 High Beta ETF position as of Q4 2017 after selling out during the quarter.
  • Live Your Vision sold 103 Invesco S&P 500 High Beta ETF shares in Q4 2017, an estimated $4K.
  • Live Your Vision first reported a position in Invesco S&P 500 High Beta ETF in Q3 2015 and held it in 6 quarters.
  • Live Your Vision's Invesco S&P 500 High Beta ETF position peaked at $4K in Q3 2017.
  • 62 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2017.

Based on Live Your Vision's 13F filing for Q4 2017, filed 25 Jan 2018.