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Pinnacle Family Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Pinnacle Family Advisors’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
Q4 		– Sell
-6,257
Closed -$259K – 85
2019
Q3 		$259K Buy
+6,257
New +$262K 0.23% 65

Other funds holding SPHB

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Pinnacle Family Advisors's SPHB Position: Q4 2019 in Review

Pinnacle Family Advisors sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q4 2019, closing a stake of 6,257 shares — an estimated $259K sold.

Pinnacle Family Advisors first reported a position in SPHB in Q3 2019 and held it in 1 quarter. The position peaked at $259K in Q3 2019. 65 funds tracked by Wall St. Rank hold SPHB as of Q4 2019.

  • Pinnacle Family Advisors reported no remaining Invesco S&P 500 High Beta ETF position as of Q4 2019 after selling out during the quarter.
  • Pinnacle Family Advisors sold 6,257 Invesco S&P 500 High Beta ETF shares in Q4 2019, an estimated $259K.
  • Pinnacle Family Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q3 2019 and held it in 1 quarter.
  • Pinnacle Family Advisors's Invesco S&P 500 High Beta ETF position peaked at $259K in Q3 2019.
  • 65 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2019.

Based on Pinnacle Family Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.