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WJ Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

WJ Wealth Management’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
Q2 		– Sell
-121,718
Closed -$8.52M – 67
2023
Q1 		$8.52M Buy
+121,718
New +$8.51M 5.76% 5

Other funds holding SPHB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $254M AUM 25.17% 1-Year Est. Return

WJ Wealth Management's SPHB Position: Q2 2023 in Review

WJ Wealth Management sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q2 2023, closing a stake of 121,718 shares — an estimated $8.52M sold.

WJ Wealth Management first reported a position in SPHB in Q1 2023 and held it in 1 quarter. The position peaked at $8.52M in Q1 2023. 113 funds tracked by Wall St. Rank hold SPHB as of Q2 2023.

  • WJ Wealth Management reported no remaining Invesco S&P 500 High Beta ETF position as of Q2 2023 after selling out during the quarter.
  • WJ Wealth Management sold 121,718 Invesco S&P 500 High Beta ETF shares in Q2 2023, an estimated $8.52M.
  • WJ Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q1 2023 and held it in 1 quarter.
  • WJ Wealth Management's Invesco S&P 500 High Beta ETF position peaked at $8.52M in Q1 2023.
  • 113 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2023.

Based on WJ Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.