SAM
Secure Asset Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
2,844
| – | – | 0.05% | 255 |
|
|
2025
Q1 | $223K | Sell |
2,844
-2,943
| -51% | -$230K | 0.04% | 276 |
|
|
2024
Q4 | $513K | Buy |
5,787
+2,921
| +102% | +$259K | 0.08% | 192 |
|
|
2024
Q3 | $256K | Sell |
2,866
-30
| -1% | -$2.68K | 0.04% | 259 |
|
|
2024
Q2 | $245K | Sell |
2,896
-239
| -8% | -$20.2K | 0.05% | 248 |
|
|
2024
Q1 | $275K | Buy |
+3,135
| New | +$275K | 0.06% | 191 |
|