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

Alesco Advisors’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 		$214K Buy
+1,375
New +$192K ﹤0.01% 214

Other funds holding SPHB

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
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Alesco Advisors's SPHB Position: Q2 2026 in Review

Alesco Advisors opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 1,375 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #214 among its holdings.

87 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Alesco Advisors held 1,375 shares of Invesco S&P 500 High Beta ETF worth $214K as of Q2 2026.
  • Invesco S&P 500 High Beta ETF was a new Alesco Advisors position in Q2 2026.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of Alesco Advisors's portfolio in Q2 2026, its #214 holding.
  • 87 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.