Number of Shares
3,591.00
Current Holdings Value*
$350,260.00
% of Portfolio
0.16%
Total Estimate Gain
$165,837.58
% of Total Estimate Gain
32.91%

New England Professional Planning Group Inc.'s Invesco S&P 500 High Beta ETF Holding Summary

As of 2025-06-30, New England Professional Planning Group Inc. held 3,591.00 shares of Invesco S&P 500 High Beta ETF(SPHB), totaling $350,260.00. This investment constitutes 0.16% of their stock portfolio, and New England Professional Planning Group Inc. now holds 0.08% of the outstanding Invesco S&P 500 High Beta ETF(SPHB) stock.

The initial trade took place in 2021Q1. And since then New England Professional Planning Group Inc. has made 16 purchases of SPHB, at an average price of $70.25, for a total of 7,174.00 shares. In addition, there have been 2 sales at an average price of $83.82 for 3,583.00 shares. Based on historical transaction data and SPHB's current price of $102.89, New England Professional Planning Group Inc.'s estimated gain on his SPHB holdings is $165,837.58, reflecting a 32.91% gain to date.

New England Professional Planning Group Inc. SPHB ($102.89) Holding Chart

New England Professional Planning Group Inc. SPHB ($102.89) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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