Piershale Financial Group’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Piershale Financial Group’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	$5.12K	Buy	+67	New	+$4.66K	﹤0.01%	171

Other funds holding SPHB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return

Piershale Financial Group's SPHB Position: Q2 2023 in Review

Piershale Financial Group opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2023: 67 shares worth $5.12K. The stake represents ﹤0.01% of the portfolio and ranks #171 among its holdings.

113 funds tracked by Wall St. Rank hold SPHB as of Q2 2023.

Piershale Financial Group held 67 shares of Invesco S&P 500 High Beta ETF worth $5.12K as of Q2 2023.
Invesco S&P 500 High Beta ETF was a new Piershale Financial Group position in Q2 2023.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #171 holding.
113 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.