Plotkin Financial Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$454K Sell
2025
Q1
$377K Hold
2024
Q4
$427K Sell
2024
Q3
$454K Sell
2024
Q2
$447K Hold
2024
Q1
$464K Hold
2023
Q4
$436K Hold
2023
Q3
$371K Hold
2023
Q2
$404K Sell
2023
Q1
$391K Sell
2022
Q4
$376K Sell
2022
Q3
$367K Hold
2022
Q2
$375K Hold
2022
Q1
$486K Sell
2021
Q4
$570K Sell
2021
Q3
$637K Sell
2021
Q2
$669K Sell
2021
Q1
$642K Buy