Ritter Daniher Financial Advisory’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Ritter Daniher Financial Advisory’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 Q4	–	Sell	-1,705	Closed	-$120K	–	370
2023 Q3	$120K	Hold	1,705	–	–	0.05%	96
2023 Q2	$130K	Hold	1,705	–	–	0.05%	86
2023 Q1	$119K	Buy	+1,705	New	+$119K	0.05%	91

Other funds holding SPHB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

FIS

Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ritter Daniher Financial Advisory's SPHB Position: Q4 2023 in Review

Ritter Daniher Financial Advisory sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q4 2023, closing a stake of 1,705 shares — an estimated $120K sold.

Ritter Daniher Financial Advisory first reported a position in SPHB in Q1 2023 and held it in 3 quarters. The position peaked at $130K in Q2 2023. 125 funds tracked by Wall St. Rank hold SPHB as of Q4 2023.

Ritter Daniher Financial Advisory reported no remaining Invesco S&P 500 High Beta ETF position as of Q4 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 1,705 Invesco S&P 500 High Beta ETF shares in Q4 2023, an estimated $120K.
Ritter Daniher Financial Advisory first reported a position in Invesco S&P 500 High Beta ETF in Q1 2023 and held it in 3 quarters.
Ritter Daniher Financial Advisory's Invesco S&P 500 High Beta ETF position peaked at $130K in Q2 2023.
125 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.