Steward Partners Investment Advisory’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $10.1K | Hold |
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|
2025
Q1 | $8.14K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $19.8K | Sell |
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|
2023
Q1 | $26.5K | Buy |
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|
2022
Q4 | $22K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $726K | Buy |
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|
2021
Q3 | $663K | Sell |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $4.89M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $17K | Buy |
|