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Abound Financial’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Abound Financial’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
2026
Q2 		$2.77M Sell
17,791
-104
-0.6% -$14.5K 1.1% 16
2026
Q1 		$2.07M Sell
17,895
-156
-0.9% -$18.9K 0.91% 14
2025
Q4 		$2.11M Sell
18,051
-1,133
-6% -$129K 0.82% 19
2025
Q3 		$2.11M Sell
19,184
-669
-3% -$69.7K 0.84% 21
2025
Q2 		$1.94M Buy
19,853
+1
+0% +$85 0.85% 23
2025
Q1 		$1.55M Buy
19,852
+1
+0% +$88 0.79% 23
2024
Q4 		$1.76M Buy
+19,851
New +$1.8M 0.89% 23

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Abound Financial's SPHB Position: Q2 2026 in Review

Abound Financial reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 0.58% in Q2 2026, selling an estimated $14.5K and leaving 17,791 shares worth $2.77M. The position accounts for 1.1% of the portfolio, ranked #16.

Abound Financial first reported a position in SPHB in Q4 2024 and has held it in 7 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Abound Financial held 17,791 shares of Invesco S&P 500 High Beta ETF worth $2.77M as of Q2 2026.
  • Abound Financial sold 104 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $14.5K.
  • Invesco S&P 500 High Beta ETF made up 1.1% of Abound Financial's portfolio in Q2 2026, its #16 holding.
  • Abound Financial first reported a position in Invesco S&P 500 High Beta ETF in Q4 2024 and has held it in 7 quarters since.
  • 171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.