SageView Advisory Group’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

SageView Advisory 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 Q1	–	Sell	-6,307	Closed	-$393K	–	482
2022 Q4	$393K	Buy	+6,307	New	+$397K	0.03%	279

Other funds holding SPHB

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

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

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

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

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

RJA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SageView Advisory Group's SPHB Position: Q1 2023 in Review

SageView Advisory Group sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2023, closing a stake of 6,307 shares — an estimated $393K sold.

SageView Advisory Group first reported a position in SPHB in Q4 2022 and held it in 1 quarter. The position peaked at $393K in Q4 2022. 113 funds tracked by Wall St. Rank hold SPHB as of Q1 2023.

SageView Advisory Group reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2023 after selling out during the quarter.
SageView Advisory Group sold 6,307 Invesco S&P 500 High Beta ETF shares in Q1 2023, an estimated $393K.
SageView Advisory Group first reported a position in Invesco S&P 500 High Beta ETF in Q4 2022 and held it in 1 quarter.
SageView Advisory Group's Invesco S&P 500 High Beta ETF position peaked at $393K in Q4 2022.
113 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2023.

Based on SageView Advisory Group's 13F filing for Q1 2023, filed 2 May 2023.