Wolverine Trading
SPHB icon

Wolverine Trading’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Wolverine Trading’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
2021
Q2 		– Sell
-7,616
Closed -$530K – 6641
2021
Q1 		$530K Buy
+7,616
New +$492K ﹤0.01% 3619
2018
Q1 		– Sell
-6,232
Closed -$273K – 5794
2017
Q4 		$265K Buy
+6,232
New +$255K ﹤0.01% 3788

Other funds holding SPHB

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Wolverine Trading's SPHB Position: Q2 2021 in Review

Wolverine Trading sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q2 2021, closing a stake of 7,616 shares — an estimated $530K sold.

Wolverine Trading first reported a position in SPHB in Q4 2017 and held it in 2 quarters. The position peaked at $530K in Q1 2021. 146 funds tracked by Wall St. Rank hold SPHB as of Q2 2021.

  • Wolverine Trading reported no remaining Invesco S&P 500 High Beta ETF position as of Q2 2021 after selling out during the quarter.
  • Wolverine Trading sold 7,616 Invesco S&P 500 High Beta ETF shares in Q2 2021, an estimated $530K.
  • Wolverine Trading first reported a position in Invesco S&P 500 High Beta ETF in Q4 2017 and held it in 2 quarters.
  • Wolverine Trading's Invesco S&P 500 High Beta ETF position peaked at $530K in Q1 2021.
  • 146 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2021.

Based on Wolverine Trading's 13F filing for Q2 2021, filed 6 Aug 2021.