Advisors Preferred’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Advisors Preferred’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 Q1	–	Sell	-9,200	Closed	-$1.1M	–	281
2025 Q4	$1.1M	Buy	9,200 +100	+1%	+$11.4K	0.18%	106
2025 Q3	$1.01M	Buy	+9,100	New	+$948K	0.15%	115
2021 Q3	–	Sell	-465,590	Closed	-$35.5M	–	228
2021 Q2	$35.5M	Buy	+465,590	New	+$34.5M	3.52%	11
2014 Q2	–	Sell	-26,765	Closed	-$833K	–	437
2014 Q1	$833K	Buy	+26,765	New	+$816K	0.38%	78

Other funds holding SPHB

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Advisors Preferred's SPHB Position: Q1 2026 in Review

Advisors Preferred sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2026, closing a stake of 9,200 shares — an estimated $1.1M sold.

Advisors Preferred first reported a position in SPHB in Q1 2014 and held it in 4 quarters. The position peaked at $35.5M in Q2 2021. 137 funds tracked by Wall St. Rank hold SPHB as of Q1 2026.

Advisors Preferred reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2026 after selling out during the quarter.
Advisors Preferred sold 9,200 Invesco S&P 500 High Beta ETF shares in Q1 2026, an estimated $1.1M.
Advisors Preferred first reported a position in Invesco S&P 500 High Beta ETF in Q1 2014 and held it in 4 quarters.
Advisors Preferred's Invesco S&P 500 High Beta ETF position peaked at $35.5M in Q2 2021.
137 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.