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Morton Brown Family Wealth’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Morton Brown Family Wealth’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
2023
Q2 		– Sell
-129
Closed -$9.03K – 275
2023
Q1 		$9.03K Buy
+129
New +$9.02K 0.01% 136

Other funds holding SPHB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $254M AUM 25.17% 1-Year Est. Return

Morton Brown Family Wealth's SPHB Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q2 2023, closing a stake of 129 shares — an estimated $9.03K sold.

Morton Brown Family Wealth first reported a position in SPHB in Q1 2023 and held it in 1 quarter. The position peaked at $9.03K in Q1 2023. 113 funds tracked by Wall St. Rank hold SPHB as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Invesco S&P 500 High Beta ETF position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 129 Invesco S&P 500 High Beta ETF shares in Q2 2023, an estimated $9.03K.
  • Morton Brown Family Wealth first reported a position in Invesco S&P 500 High Beta ETF in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Invesco S&P 500 High Beta ETF position peaked at $9.03K in Q1 2023.
  • 113 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.