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MCF Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

MCF Advisors’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
Q3 		– Sell
-539
Closed -$20K – 534
2017
Q2 		$20K Buy
+539
New +$19.9K ﹤0.01% 311

Other funds holding SPHB

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
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 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
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

MCF Advisors's SPHB Position: Q3 2017 in Review

MCF Advisors sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q3 2017, closing a stake of 539 shares — an estimated $20K sold.

MCF Advisors first reported a position in SPHB in Q2 2017 and held it in 1 quarter. The position peaked at $20K in Q2 2017. 44 funds tracked by Wall St. Rank hold SPHB as of Q3 2017.

  • MCF Advisors reported no remaining Invesco S&P 500 High Beta ETF position as of Q3 2017 after selling out during the quarter.
  • MCF Advisors sold 539 Invesco S&P 500 High Beta ETF shares in Q3 2017, an estimated $20K.
  • MCF Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q2 2017 and held it in 1 quarter.
  • MCF Advisors's Invesco S&P 500 High Beta ETF position peaked at $20K in Q2 2017.
  • 44 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2017.

Based on MCF Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.