MGO One Seven’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

MGO One Seven’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
2019 Q1	–	Sell	-1,151	Closed	-$40K	–	1462
2018 Q4	$40K	Buy	+1,151	New	+$45.2K	0.02%	695
2018 Q1	$19K	Sell	440 -180	-29%	-$7.89K	0.01%	890
2017 Q4	$26K	Buy	+620	New	+$25.3K	0.01%	797

Other funds holding SPHB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIM

Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MGO One Seven's SPHB Position: Q1 2019 in Review

MGO One Seven sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2019, closing a stake of 1,151 shares — an estimated $40K sold.

MGO One Seven first reported a position in SPHB in Q4 2017 and held it in 3 quarters. The position peaked at $40K in Q4 2018. 62 funds tracked by Wall St. Rank hold SPHB as of Q1 2019.

MGO One Seven reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 1,151 Invesco S&P 500 High Beta ETF shares in Q1 2019, an estimated $40K.
MGO One Seven first reported a position in Invesco S&P 500 High Beta ETF in Q4 2017 and held it in 3 quarters.
MGO One Seven's Invesco S&P 500 High Beta ETF position peaked at $40K in Q4 2018.
62 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.