WealthShield Partners’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

WealthShield Partners’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
2023 Q3	–	Sell	-18	Closed	-$1.38K	–	503
2023 Q2	$1.38K	Buy	+18	New	+$1.25K	﹤0.01%	476

Other funds holding SPHB

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthShield Partners's SPHB Position: Q3 2023 in Review

WealthShield Partners sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q3 2023, closing a stake of 18 shares — an estimated $1.38K sold.

WealthShield Partners first reported a position in SPHB in Q2 2023 and held it in 1 quarter. The position peaked at $1.38K in Q2 2023. 106 funds tracked by Wall St. Rank hold SPHB as of Q3 2023.

WealthShield Partners reported no remaining Invesco S&P 500 High Beta ETF position as of Q3 2023 after selling out during the quarter.
WealthShield Partners sold 18 Invesco S&P 500 High Beta ETF shares in Q3 2023, an estimated $1.38K.
WealthShield Partners first reported a position in Invesco S&P 500 High Beta ETF in Q2 2023 and held it in 1 quarter.
WealthShield Partners's Invesco S&P 500 High Beta ETF position peaked at $1.38K in Q2 2023.
106 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2023.

Based on WealthShield Partners's 13F filing for Q3 2023, filed 25 Oct 2023.