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

Money Concepts 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
2026
Q1 		– Sell
-28,308
Closed -$3.31M – 599
2025
Q4 		$3.31M Buy
+28,308
New +$3.22M 0.19% 116
2024
Q1 		– Sell
-19,733
Closed -$1.63M – 407
2023
Q4 		$1.63M Buy
+19,733
New +$1.42M 0.15% 156
2023
Q1 		– Sell
-1,300
Closed -$81K – 2553
2022
Q4 		$81K Hold
1,300
– – ﹤0.01% 1063
2022
Q3 		$75K Hold
1,300
– – ﹤0.01% 628
2022
Q2 		$77K Hold
1,300
– – 0.01% 620
2022
Q1 		$99K Hold
1,300
– – 0.01% 996
2021
Q4 		$103K Buy
+1,300
New +$102K 0.01% 548
2021
Q1 		$133K Buy
1,919
+619
+48% +$40K 0.01% 497
2020
Q4 		$74K Buy
+1,300
New +$64.9K 0.01% 490

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return