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SeaCrest Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

SeaCrest Wealth Management’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
2018
Q4 		– Sell
-260
Closed -$12K – 2278
2018
Q3 		$12K Buy
+260
New +$11.6K ﹤0.01% 1585

Other funds holding SPHB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VF
Virtu Financial New York $2.41B AUM 48.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SeaCrest Wealth Management's SPHB Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q4 2018, closing a stake of 260 shares — an estimated $12K sold.

SeaCrest Wealth Management first reported a position in SPHB in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 46 funds tracked by Wall St. Rank hold SPHB as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining Invesco S&P 500 High Beta ETF position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 260 Invesco S&P 500 High Beta ETF shares in Q4 2018, an estimated $12K.
  • SeaCrest Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q3 2018 and held it in 1 quarter.
  • SeaCrest Wealth Management's Invesco S&P 500 High Beta ETF position peaked at $12K in Q3 2018.
  • 46 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.