MGB Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
2,899
-1
| -0% | -$98 | 0.09% | 177 |
|
|
2025
Q1 | $227K | Sell |
2,900
-2
| -0.1% | -$157 | 0.08% | 192 |
|
|
2024
Q4 | $257K | Buy |
2,902
+1
| +0% | +$89 | 0.08% | 172 |
|
|
2024
Q3 | $259K | Buy |
2,901
+1
| +0% | +$89 | 0.09% | 160 |
|
|
2024
Q2 | $256K | Buy |
2,900
+348
| +14% | +$30.8K | 0.1% | 167 |
|
|
2024
Q1 | $224K | Buy |
2,552
+375
| +17% | +$32.9K | 0.09% | 175 |
|
|
2023
Q4 | $179K | Buy |
+2,177
| New | +$179K | 0.09% | 180 |
|