Simplicity Solutions’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Simplicity Solutions’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 Q4	–	Sell	-3,919	Closed	-$225K	–	719
2022 Q3	$225K	Buy	+3,919	New	+$254K	0.03%	558
2020 Q1	–	Sell	-8,968	Closed	-$418K	–	887
2019 Q4	$418K	Buy	+8,968	New	+$390K	0.01%	590

Other funds holding SPHB

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Simplicity Solutions's SPHB Position: Q4 2022 in Review

Simplicity Solutions sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q4 2022, closing a stake of 3,919 shares — an estimated $225K sold.

Simplicity Solutions first reported a position in SPHB in Q4 2019 and held it in 2 quarters. The position peaked at $418K in Q4 2019. 102 funds tracked by Wall St. Rank hold SPHB as of Q4 2022.

Simplicity Solutions reported no remaining Invesco S&P 500 High Beta ETF position as of Q4 2022 after selling out during the quarter.
Simplicity Solutions sold 3,919 Invesco S&P 500 High Beta ETF shares in Q4 2022, an estimated $225K.
Simplicity Solutions first reported a position in Invesco S&P 500 High Beta ETF in Q4 2019 and held it in 2 quarters.
Simplicity Solutions's Invesco S&P 500 High Beta ETF position peaked at $418K in Q4 2019.
102 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2022.

Based on Simplicity Solutions's 13F filing for Q4 2022, filed 2 Feb 2023.