Seaview Investment Managers’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Seaview Investment Managers’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
2022 Q2	–	Sell	-41,178	Closed	-$3.13M	–	108
2022 Q1	$3.13M	Buy	41,178 +2,772	+7%	+$208K	1.04%	30
2021 Q4	$3.04M	Buy	+38,406	New	+$3M	1.07%	34

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

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

RJA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

Seaview Investment Managers's SPHB Position: Q2 2022 in Review

Seaview Investment Managers sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q2 2022, closing a stake of 41,178 shares — an estimated $3.13M sold.

Seaview Investment Managers first reported a position in SPHB in Q4 2021 and held it in 2 quarters. The position peaked at $3.13M in Q1 2022. 95 funds tracked by Wall St. Rank hold SPHB as of Q2 2022.

Seaview Investment Managers reported no remaining Invesco S&P 500 High Beta ETF position as of Q2 2022 after selling out during the quarter.
Seaview Investment Managers sold 41,178 Invesco S&P 500 High Beta ETF shares in Q2 2022, an estimated $3.13M.
Seaview Investment Managers first reported a position in Invesco S&P 500 High Beta ETF in Q4 2021 and held it in 2 quarters.
Seaview Investment Managers's Invesco S&P 500 High Beta ETF position peaked at $3.13M in Q1 2022.
95 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2022.

Based on Seaview Investment Managers's 13F filing for Q2 2022, filed 20 Jul 2022.